Transamerica Financial Advisors, LLC

Position in CAT — Caterpillar Inc

CIK 1502149 CEDAR RAPIDS, IA

Position in CAT

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$2,188,369

+$444,141 QoQ

Shares Held

2,055

-16.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,804

of 4,031 holders

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Transamerica Financial Advisors, LLC holds $2,645,977 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (82.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	2,055	$2,188,369
2	BLBD	Blue Bird Corp	2,529	$199,689
3	DE	Deere & Co	204	$129,403
4	CNH	CNH Industrial N.V.	7,282	$81,776
5	OSK	Oshkosh Corp	140	$21,487
6	PCAR	Paccar Inc	176	$21,141
7	ALG	Alamo Group Inc	25	$4,112

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,188,369	2,055	-16.5%	Shares	Sole	2026-08-17
2026-03-31	$1,744,228	2,462	-26.4%	Shares	Sole	2026-05-15
2025-12-31	$1,916,250	3,345	-10.8%	Shares	Sole	2026-02-13
2025-09-30	$1,789,789	3,751	-8.7%	Shares	Sole	2025-11-14
2025-06-30	$1,595,543	4,110	-4.4%	Shares	Sole	2025-08-14
2025-03-31	$1,417,810	4,299	+3.2%	Shares	Sole	2025-05-14
2024-12-31	$1,510,532	4,164	-5.5%	Shares	Sole	2025-02-12
2024-09-30	$1,724,056	4,408	-8.0%	Shares	Sole	2024-11-13
2024-06-30	$1,595,882	4,791	0.0%	Shares	Sole	2024-08-14
2024-03-31	$1,755,566	4,791	+16.1%	Shares	Sole	2024-05-15
2023-12-31	$1,219,934	4,126	-27.4%	Shares	Sole	2024-02-12
2023-09-30	$1,550,913	5,681	-15.1%	Shares	Sole	2023-11-14
2023-06-30	$1,646,320	6,691	+0.1%	Shares	Sole	2023-08-14
2023-03-31	$1,529,566	6,684	+1.4%	Shares	Sole	2023-05-15
2022-12-31	$1,579,419	6,593	+4.8%	Shares	Sole	2023-02-14
2022-09-30	$1,032,227	6,291	+26.5%	Shares	Sole	2022-11-14
2022-06-30	$888,973	4,973	+124225.0%	Shares	Sole	2022-08-15
2022-03-31	$891	4	0.0%	Shares	Sole	2022-05-12
2021-12-31	$826	4	0.0%	Shares	Sole	2022-02-14
2021-09-30	$767	4	+33.3%	Shares	Sole	2021-11-15
2021-06-30	$652	3	-98.3%	Shares	Sole	2021-08-10
2020-06-30	$21,884	173	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.