Position in CAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,534,520
+$547,636 QoQ
Shares Held
1,441
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#2,121
of 4,031 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $2,454,073 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (62.5% of the industry book) .
All Filings in CAT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,534,520 | 1,441 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $986,884 | 1,393 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $749,313 | 1,308 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $490,986 | 1,029 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $354,047 | 912 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $394,770 | 1,197 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $438,213 | 1,208 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $431,013 | 1,102 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $330,434 | 992 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $282,516 | 771 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $325,532 | 1,101 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $243,243 | 891 | Shares | Sole | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||