Position in CAT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$47,041,957
+$15,608,296 QoQ
Shares Held
44,175
-0.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#354
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $88,116,781 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
44,175 | $47,041,957 | |
| 2 | DE |
Deere & Co
|
51,708 | $32,799,935 | |
| 3 | FSS |
Federal Signal Corp /De/
|
36,549 | $4,696,181 | |
| 4 | PCAR |
Paccar Inc
|
23,605 | $2,835,432 | |
| 5 | AGCO |
Agco Corp /De
|
2,402 | $287,519 | |
| 6 | TEX |
Terex Corp
|
3,158 | $228,607 | |
| 7 | OSK |
Oshkosh Corp
|
1,480 | $227,150 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,041,957 | 44,175 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $31,433,661 | 44,369 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $25,315,125 | 44,190 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $21,473,181 | 45,003 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $18,162,404 | 46,785 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $16,002,225 | 48,521 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $18,097,370 | 49,888 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $20,404,339 | 52,169 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $17,684,612 | 53,091 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $21,295,812 | 58,117 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $20,782,348 | 70,289 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $41,472,795 | 151,915 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $39,584,277 | 160,879 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $37,081,462 | 162,041 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $40,979,133 | 171,060 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $27,587,590 | 168,135 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $30,033,288 | 168,009 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $36,788,250 | 165,103 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $33,088,116 | 160,047 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $30,565,271 | 159,219 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $33,776,828 | 155,203 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $36,329,391 | 156,680 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $28,693,814 | 157,641 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $23,829,546 | 159,769 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $9,497,114 | 75,076 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $9,274,497 | 79,925 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||