Position in CAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$37,451,468
+$12,207,622 QoQ
Shares Held
35,169
-1.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#421
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Capital Investment Advisors, LLC holds $45,326,062 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (82.6% of the industry book) .
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,451,468 | 35,169 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $25,243,846 | 35,632 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $21,179,003 | 36,970 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $18,093,528 | 37,920 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $14,762,073 | 38,026 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $12,558,124 | 38,078 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $13,901,688 | 38,322 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $14,719,410 | 37,634 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $12,593,511 | 37,807 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $14,191,833 | 38,730 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $11,286,315 | 38,172 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $10,665,018 | 39,066 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $16,488,056 | 67,011 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $14,217,371 | 62,128 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $9,719,188 | 40,571 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $6,669,195 | 40,646 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $7,313,965 | 40,915 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $9,206,253 | 41,317 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $8,442,227 | 40,835 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $7,561,698 | 39,390 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $8,690,836 | 39,934 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $9,374,735 | 40,431 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $19,071,327 | 104,776 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $15,067,133 | 101,020 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $12,110,477 | 95,735 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $10,135,165 | 87,342 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||