Position in CAT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$267,289
+$89,466 QoQ
Shares Held
251
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#3,609
of 4,031 holders
Holding Since
Dec 2021
19 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, 2026Capital Advisors, Ltd. LLC holds $756,051 across 7 Farm & Heavy Construction Machinery names. CAT ranks #2 (35.4% of the industry book) .
All Filings in CAT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,289 | 251 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $177,823 | 251 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $131,760 | 230 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $94,952 | 199 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $77,253 | 199 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $66,619 | 202 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $72,552 | 200 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $77,832 | 199 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $64,954 | 195 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $65,590 | 179 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $49,081 | 166 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $45,318 | 166 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $40,844 | 166 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $38,216 | 167 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $34,257 | 143 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $21,166 | 129 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $17,697 | 99 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $25,401 | 114 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $21,707 | 105 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||