CWA Asset Management Group, LLC

Position in CAT — Caterpillar Inc

CIK 1667134 NAPLES, FL

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$8,228,482

+$2,502,709 QoQ

Shares Held

7,727

-4.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#185

of 1,226 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Derivatives in CAT

reported options exposure · as of Sep 30, 2021

CallValue

$575,910

CallShares

3,000

PutValue

PutShares

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, 2026

CWA Asset Management Group, LLC holds $29,915,860 across 4 Farm & Heavy Construction Machinery names. CAT ranks #2 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co	23,679	$15,020,300
2	CAT	Caterpillar Inc This page	7,727	$8,228,482
3	LNN	Lindsay Corp	51,785	$6,410,983
4	PCAR	Paccar Inc	2,132	$256,095

All Filings in CAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,228,482	7,727	-4.4%	Shares	Sole	2026-07-14
2026-03-31	$5,725,773	8,082	-3.7%	Shares	Sole	2026-04-20
2025-12-31	$4,808,670	8,394	+0.8%	Shares	Sole	2026-01-07
2025-09-30	$3,975,136	8,331	-0.4%	Shares	Sole	2025-10-22
2025-06-30	$3,248,541	8,368	-39.0%	Shares	Sole	2025-07-17
2025-03-31	$4,526,505	13,725	+14.1%	Shares	Sole	2025-04-21
2024-12-31	$4,364,002	12,030	+10.2%	Shares	Sole	2025-01-06
2024-09-30	$4,269,074	10,915	+45.4%	Shares	Sole	2024-11-01
2024-03-31	$2,751,522	7,509	+37.5%	Shares	Sole	2024-05-13
2023-12-31	$1,614,653	5,461	+26.8%	Shares	Sole	2024-02-13
2023-09-30	$1,175,811	4,307	+9.7%	Shares	Sole	2023-11-14
2023-06-30	$965,992	3,926	+8.7%	Shares	Sole	2023-07-27
2023-03-31	$826,570	3,612	+16.5%	Shares	Sole	2023-04-17
2022-12-31	$742,636	3,100	+4.2%	Shares	Sole	2023-01-09
2022-09-30	$488,302	2,976	+1.1%	Shares	Sole	2022-11-09
2022-06-30	$526,090	2,943	-1.5%	Shares	Sole	2022-07-21
2022-03-31	$666,008	2,989	+4.1%	Shares	Sole	2022-04-21
2021-12-31	$593,550	2,871	+0.5%	Shares	Sole	2022-02-15
2021-09-30	$548,458	2,857	-4.8%	Shares	Sole	2021-11-12
2021-09-30	$575,910	3,000	+9.6%	Call	Sole	2021-11-12
2021-06-30	$595,870	2,738	-4.6%	Shares	Sole	2021-08-03
2021-03-31	$665,698	2,871	+4.4%	Shares	Sole	2021-05-17
2020-12-31	$500,555	2,750	+0.8%	Shares	Sole	2021-02-23
2020-09-30	$406,881	2,728	-33.5%	Shares	Sole	2020-11-13
2020-06-30	$519,029	4,103	-19.8%	Shares	Sole	2020-08-13
2020-03-31	$593,428	5,114	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.