WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CAT — Caterpillar Inc
CIK 1632972
PLYMOUTH, MN
Position in CAT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$193,890,602
+$71,000,422 QoQ
Shares Held
182,074
+5.0% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#157
of 4,045 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$4,366,090
PutShares
4,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $355,298,114 across 16 Farm & Heavy Construction Machinery names. CAT ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
182,074 | $193,890,602 | |
| 2 | DE |
Deere & Co
|
100,754 | $63,911,284 | |
| 3 | PCAR |
Paccar Inc
|
339,935 | $40,832,992 | |
| 4 | TEX |
Terex Corp
|
510,774 | $36,974,929 | |
| 5 | OSK |
Oshkosh Corp
|
67,586 | $10,373,099 | |
| 6 | CNH |
CNH Industrial N.V.
|
197,723 | $2,220,429 | |
| 7 | AGCO |
Agco Corp /De
|
17,741 | $2,123,597 | |
| 8 | FSS |
Federal Signal Corp /De/
|
11,138 | $1,431,121 |
All Filings in CAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,366,090 | 4,100 | Put | Sole | 2026-07-15 | |
| 2026-06-30 | $193,890,602 | 182,074 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $122,890,180 | 173,461 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $90,106,722 | 157,290 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $75,852,535 | 158,970 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $60,099,178 | 154,811 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $63,202,872 | 191,640 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $59,155,273 | 163,070 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $52,602,119 | 134,491 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $13,200 | 1,500 | Put | Sole | 2024-10-24 | |
| 2024-06-30 | $35,265,963 | 105,872 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $32,679,326 | 89,183 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $26,648,145 | 90,128 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $33,698,028 | 123,436 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,125,133 | 8,637 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,975,346 | 8,632 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $850,198 | 3,549 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $534,408 | 3,257 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $553,262 | 3,095 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $6,951,761 | 31,199 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $6,061,203 | 29,318 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,400,364 | 17,713 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $670,735 | 3,082 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $705,580 | 3,043 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $551,156 | 3,028 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||