MCF Advisors LLC

Position in CAT — Caterpillar Inc

CIK 1602905 LEXINGTON, KY

Position in CAT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$7,169,971

+$4,348,175 QoQ

Shares Held

6,733

+69.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#1,027

of 4,031 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Industrials · as of Jun 30, 2026

MCF Advisors LLC holds $8,499,949 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (84.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	6,733	$7,169,971
2	DE	Deere & Co	1,999	$1,268,025
3	PCAR	Paccar Inc	418	$50,210
4	TEX	Terex Corp	93	$6,732
5	FSS	Federal Signal Corp /De/	39	$5,011

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,169,971	6,733	+69.0%	Shares	Sole	2026-08-12
2026-03-31	$2,821,796	3,983	+6.6%	Shares	Sole	2026-05-11
2025-12-31	$2,141,388	3,738	+186.9%	Shares	Sole	2026-02-11
2025-09-30	$621,726	1,303	+1.2%	Shares	Sole	2025-11-05
2025-06-30	$499,626	1,287	-0.2%	Shares	Sole	2025-07-15
2025-03-31	$425,112	1,289	+1.5%	Shares	Sole	2025-05-06
2024-12-31	$460,705	1,270	+0.5%	Shares	Sole	2025-01-17
2024-09-30	$494,375	1,264	+3.9%	Shares	Sole	2024-10-24
2024-06-30	$405,382	1,217	-1.4%	Shares	Sole	2024-08-05
2024-03-31	$452,174	1,234	-28.4%	Shares	Sole	2024-04-16
2023-12-31	$509,735	1,724	+3.5%	Shares	Sole	2024-02-01
2023-09-30	$454,545	1,665	+0.1%	Shares	Sole	2023-10-19
2023-06-30	$409,181	1,663	+0.1%	Shares	Sole	2023-07-24
2023-03-31	$380,103	1,661	-11.7%	Shares	Sole	2023-04-18
2022-12-31	$450,612	1,881	+0.7%	Shares	Sole	2023-01-31
2022-09-30	$306,337	1,867	+0.1%	Shares	Sole	2022-11-09
2022-06-30	$333,566	1,866	+6.3%	Shares	Sole	2022-08-11
2022-03-31	$391,049	1,755	+0.4%	Shares	Sole	2022-05-05
2021-09-30	$335,563	1,748	+1.3%	Shares	Sole	2021-11-12
2021-06-30	$375,411	1,725	+0.2%	Shares	Sole	2021-08-10
2021-03-31	$399,280	1,722	+0.2%	Shares	Sole	2021-05-13
2020-12-31	$312,892	1,719	+0.2%	Shares	Sole	2021-02-09
2020-09-30	$255,941	1,716	+0.3%	Shares	Sole	2020-11-12
2020-06-30	$216,441	1,711	-26.3%	Shares	Sole	2020-08-11
2020-03-31	$269,444	2,322	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.