Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,639,946
+$209,566 QoQ
Shares Held
1,540
-23.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,077
of 4,045 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 8%
Shared 2%
None 90%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Regal Investment Advisors LLC holds $3,038,249 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (54.0% of the industry book) .
All Filings in CAT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,639,946 | 1,540 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,430,380 | 2,019 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,169,800 | 2,042 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $683,278 | 1,432 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $648,310 | 1,670 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $544,170 | 1,650 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,070,867 | 2,952 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,228,507 | 3,141 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,191,165 | 3,576 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,369,348 | 3,737 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,130,642 | 3,824 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $995,085 | 3,645 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $946,800 | 3,848 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $836,181 | 3,654 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $849,958 | 3,548 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $564,927 | 3,443 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,699,471 | 9,507 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,070,666 | 9,293 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,923,715 | 9,305 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,804,326 | 9,399 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,653,552 | 7,598 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $2,006,952 | 11,026 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||