Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,100,517
+$2,629,461 QoQ
Shares Held
10,424
-12.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#800
of 4,045 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026World Investment Advisors holds $13,971,898 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (79.4% of the industry book) .
All Filings in CAT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,100,517 | 10,424 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,471,056 | 11,957 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,940,320 | 12,115 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $5,185,665 | 10,868 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,015,644 | 10,344 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,997,552 | 9,089 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,746,222 | 10,327 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,569,173 | 4,012 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,055,593 | 3,169 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||