OneDigital Investment Advisors LLC

Position in CAT — Caterpillar Inc

CIK 1690370 OVERLAND PARK, KS

Position in CAT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$20,685,682

+$8,057,383 QoQ

Shares Held

19,425

+9.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#557

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $27,810,407 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (74.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	19,425	$20,685,682
2	DE	Deere & Co	8,118	$5,149,490
3	PCAR	Paccar Inc	12,123	$1,456,214
4	FSS	Federal Signal Corp /De/	2,285	$293,599
5	TEX	Terex Corp	3,114	$225,422

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,685,682	19,425	+9.0%	Shares	Sole	2026-08-07
2026-03-31	$12,628,299	17,825	+3.5%	Shares	Sole	2026-05-08
2025-12-31	$9,869,977	17,229	-0.2%	Shares	Sole	2026-02-13
2025-09-30	$8,240,857	17,271	-2.5%	Shares	Sole	2025-11-10
2025-06-30	$6,875,975	17,712	-0.9%	Shares	Sole	2025-08-07
2025-03-31	$5,893,855	17,871	-3.6%	Shares	Sole	2025-04-29
2024-12-31	$6,726,658	18,543	-3.5%	Shares	Sole	2025-02-13
2024-09-30	$7,515,370	19,215	+2.5%	Shares	Sole	2024-11-06
2024-06-30	$6,245,958	18,751	+12.2%	Shares	Sole	2024-08-02
2024-03-31	$6,125,610	16,717	-4.4%	Shares	Sole	2024-05-10
2023-12-31	$5,171,859	17,492	+118.7%	Shares	Sole	2024-02-13
2023-09-30	$2,184,000	8,000	+19.9%	Shares	Sole	2023-11-14
2023-06-30	$1,641,645	6,672	-7.3%	Shares	Sole	2023-08-07
2023-03-31	$1,646,503	7,195	-27.9%	Shares	Sole	2023-05-10
2022-12-31	$2,391,767	9,984	+9.5%	Shares	Sole	2023-02-02
2022-09-30	$1,495,589	9,115	+2.6%	Shares	Sole	2022-11-08
2022-06-30	$1,588,461	8,886	+1.4%	Shares	Sole	2022-08-08
2022-03-31	$1,952,348	8,762	+4.6%	Shares	Sole	2022-05-05
2021-12-31	$1,731,447	8,375	+16.4%	Shares	Sole	2022-02-23
2021-09-30	$1,381,416	7,196	+21.9%	Shares	Sole	2021-11-05
2021-06-30	$1,284,669	5,903	+11.9%	Shares	Sole	2021-08-09
2021-03-31	$1,223,346	5,276	-20.8%	Shares	Sole	2021-05-10
2020-12-31	$1,212,253	6,660	-2.4%	Shares	Sole	2021-02-08
2020-09-30	$1,017,799	6,824	-8.5%	Shares	Sole	2020-10-09
2020-06-30	$943,057	7,455	-0.8%	Shares	Sole	2020-08-14
2020-03-31	$872,272	7,517	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.