IFP Advisors, Inc

Position in CAT — Caterpillar Inc

CIK 1641866 TAMPA, FL

Position in CAT

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

Position Value

$14,854,290

+$3,120,776 QoQ

Shares Held

13,949

-15.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#686

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

IFP Advisors, Inc holds $21,351,084 across 18 Farm & Heavy Construction Machinery names. CAT ranks #1 (69.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	13,949	$14,854,290
2	DE	Deere & Co	9,046	$5,738,149
3	OSK	Oshkosh Corp	1,429	$219,322
4	PCAR	Paccar Inc	1,274	$153,032
5	BLBD	Blue Bird Corp	1,412	$111,491
6	TEX	Terex Corp	1,306	$94,541
7	CNH	CNH Industrial N.V.	5,241	$58,856
8	AGCO	Agco Corp /De	398	$47,640

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,854,290	13,949	-15.8%	Shares	Sole	2026-07-20
2026-03-31	$11,733,514	16,562	-3.2%	Shares	Sole	2026-04-13
2025-12-31	$9,805,815	17,117	+9.4%	Shares	Sole	2026-02-06
2025-09-30	$7,467,874	15,651	-0.7%	Shares	Sole	2026-02-06
2025-06-30	$6,118,966	15,762	+12.4%	Shares	Sole	2025-07-24
2025-03-31	$4,623,136	14,018	+35.5%	Shares	Sole	2025-05-05
2024-12-31	$3,752,026	10,343	+27.4%	Shares	Sole	2025-02-04
2024-09-30	$3,175,112	8,118	+8.5%	Shares	Sole	2025-02-04
2024-06-30	$2,491,588	7,480	+87.0%	Shares	Sole	2024-07-30
2024-03-31	$1,466,086	4,001	-29.4%	Shares	Sole	2024-07-30
2023-12-31	$1,675,266	5,666	-1.6%	Shares	Sole	2024-01-09
2023-09-30	$1,572,480	5,760	-61.1%	Shares	Sole	2023-10-12
2023-06-30	$3,642,770	14,805	+119.2%	Shares	Sole	2023-08-04
2023-03-31	$1,545,814	6,755	-54.5%	Shares	Sole	2023-04-18
2022-12-31	$1,276	14,853	-29.2%	Shares	Sole	2023-02-07
2022-09-30	$3,441,249	20,973	+123270.6%	Shares	Sole	2022-11-08
2022-06-30	$3,038	17	-99.8%	Shares	Sole	2022-08-12
2022-03-31	$2,234,216	10,027	+8.3%	Shares	Sole	2022-08-08
2021-12-31	$1,913,998	9,258	-0.7%	Shares	Sole	2022-01-12
2021-09-30	$1,789,544	9,322	+55.5%	Shares	Sole	2021-10-06
2021-06-30	$1,304,474	5,994	+28.0%	Shares	Sole	2021-07-13
2021-03-31	$1,085,847	4,683	-41.6%	Shares	Sole	2021-04-30
2020-12-31	$1,459,982	8,021	-1.0%	Shares	Sole	2021-01-25
2020-09-30	$1,208,711	8,104	-0.1%	Shares	Sole	2020-10-29
2020-06-30	$1,026,674	8,116	+57.7%	Shares	Sole	2020-08-05
2020-03-31	$597,257	5,147	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.