Position in CAT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,278,591
+$2,495,778 QoQ
Shares Held
6,835
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,019
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Dec 31, 2025CallValue
$1,332,495
CallShares
2,326
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $11,772,978 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (61.8% of the industry book) .
All Filings in CAT
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29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,278,591 | 6,835 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,782,813 | 6,751 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,065,889 | 8,843 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $1,332,495 | 2,326 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $4,245,203 | 8,897 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $1,106,849 | 232,000 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $3,493,501 | 8,999 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $131,920 | 400 | Call | Sole | 2026-08-28 | |
| 2025-03-31 | $8,629,876 | 26,167 | Shares | Sole | 2026-08-28 | |
| 2024-12-31 | $10,554,864 | 29,096 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $13,999,358 | 35,793 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $13,879,610 | 41,668 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $14,491,573 | 39,548 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $11,435,924 | 38,678 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $10,796,604 | 39,548 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $26,327,596 | 107,001 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $9,007,600 | 39,362 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $5,768,604 | 24,080 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $3,990,096 | 24,318 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $4,519,767 | 25,284 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $5,328,070 | 23,912 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $13,080,232 | 63,269 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $3,714,619 | 19,350 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $4,245,308 | 19,507 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $4,389,993 | 18,933 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $2,760,514 | 15,166 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $3,412,252 | 22,878 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $2,781,988 | 21,992 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $3,337,542 | 28,762 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||