Position in CAT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$6,189,198
+$1,970,319 QoQ
Shares Held
5,812
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#1,102
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, 2026JFS WEALTH ADVISORS, LLC holds $7,577,671 across 9 Farm & Heavy Construction Machinery names. CAT ranks #1 (81.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
5,812 | $6,189,198 | |
| 2 | DE |
Deere & Co
|
2,044 | $1,296,570 | |
| 3 | PCAR |
Paccar Inc
|
519 | $62,342 | |
| 4 | FSS |
Federal Signal Corp /De/
|
80 | $10,279 | |
| 5 | OSK |
Oshkosh Corp
|
48 | $7,367 | |
| 6 | AGCO |
Agco Corp /De
|
49 | $5,865 | |
| 7 | TEX |
Terex Corp
|
62 | $4,488 | |
| 8 | ALG |
Alamo Group Inc
|
8 | $1,315 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,189,198 | 5,812 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $4,218,879 | 5,955 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,507,110 | 6,122 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,926,360 | 6,133 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,312,566 | 5,957 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,923,063 | 5,831 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,177,518 | 3,246 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,267,619 | 3,241 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,076,246 | 3,231 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,242,930 | 3,392 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,007,643 | 3,408 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $914,823 | 3,351 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $823,775 | 3,348 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $791,099 | 3,457 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $824,565 | 3,442 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $739,180 | 4,505 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $800,308 | 4,477 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $974,614 | 4,374 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $879,265 | 4,253 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $808,193 | 4,210 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $632,215 | 2,905 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $675,205 | 2,912 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $530,952 | 2,917 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $432,385 | 2,899 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $314,479 | 2,486 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $288,475 | 2,486 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||