Stratos Wealth Partners, LTD.

Position in CAT — Caterpillar Inc

CIK 1612865 BEACHWOOD, OH

Position in CAT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$24,994,267

+$9,621,394 QoQ

Shares Held

23,471

+8.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#501

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Stratos Wealth Partners, LTD. holds $33,180,298 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	23,471	$24,994,267
2	DE	Deere & Co	11,499	$7,294,160
3	PCAR	Paccar Inc	5,503	$661,020
4	TEX	Terex Corp	3,189	$230,851

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,994,267	23,471	+8.2%	Shares	Sole	2026-08-11
2026-03-31	$15,372,873	21,699	+2.0%	Shares	Sole	2026-04-28
2025-12-31	$12,189,527	21,278	-7.1%	Shares	Sole	2026-01-20
2025-09-30	$10,925,303	22,897	+32.8%	Shares	Sole	2025-11-06
2025-06-30	$6,695,457	17,247	+1.2%	Shares	Sole	2025-07-29
2025-03-31	$5,620,121	17,041	-19.9%	Shares	Sole	2025-04-30
2024-12-31	$7,713,365	21,263	+3.2%	Shares	Sole	2025-01-27
2024-09-30	$8,054,725	20,594	+16.7%	Shares	Sole	2024-10-17
2024-06-30	$5,877,216	17,644	+8.5%	Shares	Sole	2024-07-24
2024-03-31	$5,960,716	16,267	+8.4%	Shares	Sole	2024-04-16
2023-12-31	$4,438,006	15,010	+9.2%	Shares	Sole	2024-01-24
2023-09-30	$3,752,385	13,745	+9.0%	Shares	Sole	2023-10-24
2023-06-30	$3,102,936	12,611	-3.7%	Shares	Sole	2023-07-18
2023-03-31	$2,996,202	13,093	-3.5%	Shares	Sole	2023-04-27
2022-12-31	$3,249,631	13,565	+0.6%	Shares	Sole	2023-01-19
2022-09-30	$2,211,798	13,480	-12.3%	Shares	Sole	2022-10-24
2022-06-30	$2,748,435	15,375	-1.5%	Shares	Sole	2022-07-22
2022-03-31	$3,478,220	15,610	+1.0%	Shares	Sole	2022-04-26
2021-12-31	$3,196,407	15,461	+5.0%	Shares	Sole	2022-01-14
2021-09-30	$2,826,374	14,723	-1.6%	Shares	Sole	2021-10-19
2021-06-30	$3,256,397	14,963	-2.5%	Shares	Sole	2021-07-19
2021-03-31	$3,557,349	15,342	+13.4%	Shares	Sole	2021-04-27
2020-12-31	$2,461,820	13,525	+1.6%	Shares	Sole	2021-01-29
2020-09-30	$1,985,186	13,310	-4.5%	Shares	Sole	2020-10-29
2020-06-30	$1,762,777	13,935	-44.5%	Shares	Sole	2020-07-28
2020-03-31	$2,913,068	25,104	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.