Position in CAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$44,374,383
+$14,142,978 QoQ
Shares Held
41,670
-2.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
3.61%
of 13F equity value
Holder Rank
#364
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 18%
None 82%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Jun 30, 2020CallValue
$189,750
CallShares
1,500
PutValue
$0
PutShares
0
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, 2026Integrated Advisors Network LLC holds $46,544,816 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (95.3% of the industry book) .
All Filings in CAT
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,374,383 | 41,670 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $30,231,405 | 42,672 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $26,158,389 | 45,662 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,068,664 | 46,251 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,198,896 | 46,879 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,767,454 | 44,777 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $21,408,644 | 59,016 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $22,785,086 | 58,256 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $19,283,492 | 57,891 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $17,283,037 | 47,166 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $13,796,849 | 46,663 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $16,825,536 | 61,632 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $15,261,005 | 62,024 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $11,026,426 | 48,184 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $11,570,508 | 48,299 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $8,159,042 | 49,726 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $9,273,711 | 51,878 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,527,864 | 65,200 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $13,167,063 | 63,689 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,191,438 | 63,507 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $13,007,309 | 59,768 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $14,598,303 | 62,959 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $10,912,281 | 59,951 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $9,011,493 | 60,419 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $6,759,907 | 53,438 | Shares | Sole | 2020-08-13 | |
| 2020-06-30 | $189,750 | 1,500 | Call | Sole | 2020-08-13 | |
| 2020-03-31 | $5,295,601 | 45,636 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||