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Equibles

COOPER/HAIMS ADVISORS, LLC

Position in CAT — Caterpillar Inc

CIK 1654033 VICTOR, NY
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,752,825
+$600,161 QoQ
Shares Held
1,646
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.63%
of 13F equity value
Holder Rank
#2,025
of 4,051 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

COOPER/HAIMS ADVISORS, LLC holds $2,650,746 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (66.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page 		1,646 $1,752,825
2 HY
Hyster-Yale, Inc.
 25,611 $897,921

All Filings in CAT

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,752,825 1,646
2026-03-31 $1,152,664 1,627
2025-12-31 $904,561 1,579
2025-09-30 $763,917 1,601
2025-06-30 $621,524 1,601
2025-03-31 $539,552 1,636
2024-12-31 $593,112 1,635
2024-09-30 $639,481 1,635
2024-06-30 $567,935 1,705
2024-03-31 $586,654 1,601
2023-12-31 $488,742 1,653
2023-09-30 $543,816 1,992
2023-06-30 $494,560 2,010
2023-03-31 $451,272 1,972
2022-12-31 $469,777 1,961
2022-09-30 $327,667 1,997
2022-06-30 $371,284 2,077
2022-03-31 $436,504 1,959
2021-12-31 $388,671 1,880
2021-09-30 $344,202 1,793
2021-06-30 $390,210 1,793
2021-03-31 $443,567 1,913