Sowell Financial Services LLC

Position in CAT — Caterpillar Inc

CIK 1633697 NORTH LITTLE ROCK, AR

Position in CAT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$18,674,086

+$5,369,208 QoQ

Shares Held

17,536

-6.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#594

of 4,031 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Sowell Financial Services LLC holds $21,757,120 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (85.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	17,536	$18,674,086
2	DE	Deere & Co	2,543	$1,613,101
3	PCAR	Paccar Inc	9,419	$1,131,410
4	FSS	Federal Signal Corp /De/	1,618	$207,896
5	CNH	CNH Industrial N.V.	11,632	$130,627

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,674,086	17,536	-6.6%	Shares	Sole	2026-07-20
2026-03-31	$13,304,878	18,780	+0.9%	Shares	Sole	2026-04-20
2025-12-31	$10,666,266	18,619	+55.8%	Shares	Sole	2026-01-21
2025-09-30	$5,702,419	11,951	+0.8%	Shares	Sole	2025-10-17
2025-06-30	$4,603,005	11,857	-20.7%	Shares	Sole	2025-07-14
2025-03-31	$4,930,180	14,949	+20.3%	Shares	Sole	2025-04-17
2024-12-31	$4,506,930	12,424	-7.4%	Shares	Sole	2025-02-07
2024-09-30	$5,250,394	13,424	-0.2%	Shares	Sole	2024-10-04
2024-06-30	$4,480,195	13,450	-4.3%	Shares	Sole	2024-08-13
2024-03-31	$5,147,242	14,047	+3.9%	Shares	Sole	2024-05-03
2023-12-31	$3,998,641	13,524	+1.6%	Shares	Sole	2024-01-24
2023-09-30	$3,635,268	13,316	+2.9%	Shares	Sole	2023-11-08
2023-06-30	$3,183,640	12,939	+40.2%	Shares	Sole	2023-08-14
2023-03-31	$2,111,277	9,226	-36.4%	Shares	Sole	2023-05-12
2022-12-31	$3,476,734	14,513	+23.5%	Shares	Sole	2023-02-09
2022-06-30	$2,100,072	11,748	+7.7%	Shares	Sole	2022-08-15
2021-09-30	$2,093,432	10,905	-29.0%	Shares	Sole	2021-11-04
2021-03-31	$3,558,972	15,349	+1.9%	Shares	Sole	2021-05-07
2020-12-31	$2,743,041	15,070	-7.6%	Shares	Sole	2021-01-13
2020-09-30	$2,432,338	16,308	-2.9%	Shares	Sole	2020-11-12
2020-06-30	$2,123,682	16,788	-6.6%	Shares	Sole	2020-08-13
2020-03-31	$2,084,890	17,967	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.