Pure Financial Advisors, LLC

Position in CAT — Caterpillar Inc

CIK 1571556 SAN DIEGO, CA

Position in CAT

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

Position Value

$18,825,302

+$6,022,013 QoQ

Shares Held

17,678

-2.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#593

of 4,045 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Pure Financial Advisors, LLC holds $20,301,672 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (92.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	17,678	$18,825,302
2	PCAR	Paccar Inc	6,239	$749,428
3	DE	Deere & Co	1,146	$726,942

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,825,302	17,678	-2.2%	Shares	Sole	2026-08-17
2026-03-31	$12,803,289	18,072	-1.1%	Shares	Sole	2026-04-10
2025-12-31	$10,469,199	18,275	+2.8%	Shares	Sole	2026-02-04
2025-09-30	$8,478,955	17,770	-4.7%	Shares	Sole	2025-10-20
2025-06-30	$7,240,116	18,650	+66.7%	Shares	Sole	2025-07-18
2025-03-31	$3,689,472	11,187	+4.6%	Shares	Sole	2025-04-23
2024-12-31	$3,881,169	10,699	+4.3%	Shares	Sole	2025-01-16
2024-09-30	$4,012,108	10,258	-3.9%	Shares	Sole	2024-10-29
2024-06-30	$3,555,842	10,675	+3.1%	Shares	Sole	2024-07-18
2024-03-31	$3,794,749	10,356	+19.3%	Shares	Sole	2024-04-16
2023-12-31	$2,565,824	8,678	+2.3%	Shares	Sole	2024-01-08
2023-09-30	$2,316,678	8,486	-3.2%	Shares	Sole	2023-10-10
2023-06-30	$2,158,104	8,771	-0.5%	Shares	Sole	2023-07-10
2023-03-31	$2,016,309	8,811	+1.0%	Shares	Sole	2023-04-11
2022-12-31	$2,090,400	8,726	-3.4%	Shares	Sole	2023-01-09
2022-09-30	$1,482,462	9,035	+1.6%	Shares	Sole	2022-10-06
2022-06-30	$1,590,427	8,897	+1.0%	Shares	Sole	2022-07-08
2022-03-31	$1,963,712	8,813	+456.7%	Shares	Sole	2022-04-12
2021-12-31	$327,269	1,583	+6.4%	Shares	Sole	2022-01-12
2021-09-30	$285,651	1,488	+7.3%	Shares	Sole	2021-10-07
2021-06-30	$301,852	1,387	-26.5%	Shares	Sole	2021-07-09
2021-03-31	$437,306	1,886	-4.0%	Shares	Sole	2021-04-09
2020-12-31	$357,487	1,964	+41.9%	Shares	Sole	2021-01-12
2020-09-30	$206,423	1,384	—	Shares	Sole	2020-10-07
No filing history on record for this holder in this stock.