Private Advisor Group, LLC

Position in CAT — Caterpillar Inc

CIK 1567755 MORRISTOWN, NJ

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$69,451,712

+$9,576,216 QoQ

Shares Held

65,219

-22.8% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#283

of 4,045 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)

Derivatives in CAT

reported options exposure · as of Sep 30, 2023

CallValue

$4,223,525

CallShares

1,557,000

PutValue

PutShares

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, 2026

Private Advisor Group, LLC holds $101,167,999 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (68.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	65,219	$69,451,712
2	DE	Deere & Co	45,178	$28,657,760
3	PCAR	Paccar Inc	24,142	$2,899,937
4	CNH	CNH Industrial N.V.	14,122	$158,590

All Filings in CAT

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$69,451,712	65,219	-22.8%	Shares	Sole	2026-07-27
2026-03-31	$59,875,496	84,515	+1.5%	Shares	Other	2026-04-27
2025-12-31	$47,705,175	83,274	+3.7%	Shares	Sole	2026-02-17
2025-09-30	$38,308,942	80,287	+8.1%	Shares	Sole	2025-11-13
2025-06-30	$28,830,415	74,265	+13.6%	Shares	Sole	2025-08-11
2025-03-31	$21,553,419	65,353	-3.6%	Shares	Sole	2025-05-05
2024-12-31	$24,593,676	67,796	-0.3%	Shares	Sole	2025-02-03
2024-09-30	$26,588,728	67,981	-4.4%	Shares	Sole	2024-10-22
2024-06-30	$23,676,081	71,078	+5.0%	Shares	Sole	2024-08-05
2024-03-31	$24,796,318	67,670	-3.6%	Shares	Sole	2024-04-30
2023-12-31	$20,758,399	70,208	+29.7%	Shares	Sole	2024-02-06
2023-09-30	$4,223,525	1,557,000	—	Call	Sole	2023-11-03
2023-09-30	$14,777,490	54,130	-22.6%	Shares	Sole	2023-11-03
2023-06-30	$17,205,046	69,925	-5.1%	Shares	Sole	2023-08-10
2023-03-31	$16,853,379	73,647	-0.2%	Shares	Sole	2023-05-10
2022-12-31	$17,681,684	73,809	+1.3%	Shares	Sole	2023-01-18
2022-09-30	$11,952,079	72,843	-12.4%	Shares	Sole	2022-10-14
2022-06-30	$14,859,246	83,124	-8.0%	Shares	Sole	2022-07-13
2022-03-31	$20,142,259	90,397	+2.6%	Shares	Sole	2022-05-12
2021-12-31	$18,211,726	88,090	-23.4%	Shares	Sole	2022-02-10
2021-09-30	$22,067,527	114,953	+30.0%	Shares	Sole	2021-10-14
2021-06-30	$19,238,056	88,398	+10.0%	Shares	Sole	2021-08-12
2021-03-31	$18,637,246	80,378	+11.1%	Shares	Sole	2021-04-22
2020-12-31	$13,168,600	72,347	+9.3%	Shares	Sole	2021-04-01
2020-09-30	$9,873,282	66,197	-6.9%	Shares	Sole	2020-11-02
2020-06-30	$8,990,355	71,070	+0.8%	Shares	Sole	2020-08-17
2020-03-31	$8,183,488	70,523	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.