J.W. COLE ADVISORS, INC.

Position in CAT — Caterpillar Inc

CIK 1404763 TAMPA, FL

Position in CAT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$24,175,359

+$10,678,542 QoQ

Shares Held

22,702

-3.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#506

of 4,031 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $32,082,108 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	22,702	$24,175,359
2	DE	Deere & Co	10,462	$6,636,360
3	PCAR	Paccar Inc	10,576	$1,270,389

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,175,359	22,702	-3.6%	Shares	Sole	2026-07-21
2025-12-31	$13,496,817	23,560	-4.7%	Shares	Sole	2026-02-11
2025-09-30	$11,792,285	24,714	-0.2%	Shares	Sole	2025-11-05
2025-06-30	$9,616,738	24,772	+9.5%	Shares	Sole	2025-08-12
2025-03-31	$7,458,756	22,616	+134.2%	Shares	Sole	2025-05-05
2024-12-31	$3,502,810	9,656	+0.9%	Shares	Sole	2025-01-31
2024-09-30	$3,743,800	9,572	+7.4%	Shares	Sole	2024-10-24
2024-06-30	$2,968,587	8,912	-0.2%	Shares	Sole	2024-08-08
2024-03-31	$3,272,952	8,932	+4.2%	Shares	Sole	2024-04-30
2023-12-31	$2,534,778	8,573	+12.6%	Shares	Sole	2024-01-31
2023-09-30	$2,078,895	7,615	-1.3%	Shares	Sole	2023-10-24
2023-06-30	$1,897,783	7,713	+10.3%	Shares	Sole	2023-07-27
2023-03-31	$1,599,820	6,991	+3.3%	Shares	Sole	2023-05-03
2022-12-31	$1,620,862	6,766	+1.1%	Shares	Sole	2023-02-14
2022-09-30	$1,098,515	6,695	-2.3%	Shares	Sole	2022-10-31
2022-06-30	$1,225,221	6,854	-7.2%	Shares	Sole	2022-07-27
2022-03-31	$1,644,857	7,382	-4.7%	Shares	Sole	2022-06-10
2021-12-31	$1,601,201	7,745	-0.3%	Shares	Sole	2022-01-25
2021-09-30	$1,491,030	7,767	-0.9%	Shares	Sole	2021-10-26
2021-06-30	$1,706,436	7,841	+15.2%	Shares	Sole	2021-08-06
2021-03-31	$1,578,339	6,807	-0.7%	Shares	Sole	2021-04-28
2020-12-31	$1,247,383	6,853	-72.1%	Shares	Sole	2021-02-12
2020-09-30	$3,658,947	24,532	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.