FOUNDERS FINANCIAL SECURITIES LLC
Broker-DealerPosition in CAT — Caterpillar Inc
CIK 1342396
TOWSON, MD
Position in CAT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,189,316
+$1,361,144 QoQ
Shares Held
3,934
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,355
of 4,045 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 2%
None 98%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026FOUNDERS FINANCIAL SECURITIES LLC holds $6,194,974 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.6% of the industry book) .
All Filings in CAT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,189,316 | 3,934 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $2,828,172 | 3,992 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $2,605,985 | 4,549 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,904,782 | 3,992 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,838,562 | 4,736 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,554,017 | 4,712 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,327,701 | 3,660 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,406,467 | 3,596 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,591,551 | 4,778 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,344,431 | 3,669 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,055,837 | 3,571 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $964,782 | 3,534 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $943,355 | 3,834 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $867,990 | 3,793 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $910,088 | 3,799 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $606,603 | 3,697 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $551,653 | 3,086 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $599,385 | 2,690 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $653,298 | 3,160 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $537,516 | 2,800 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $607,405 | 2,791 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,565,818 | 6,753 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $975,081 | 5,357 | Shares | Sole | 2021-02-09 | |
| 2020-06-30 | $195,063 | 1,542 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||