Mutual Advisors, LLC

Position in CAT — Caterpillar Inc

CIK 1694080 OMAHA, NE

Back to CAT Full portfolio

Position in CAT

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$13,688,155

+$3,402,848 QoQ

Shares Held

19,321

+7.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

—

not a current holder

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 Mar 31, 2026

CallValue

CallShares

PutValue

$212,538

PutShares

300

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 Mar 31, 2026

Mutual Advisors, LLC holds $20,408,361 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	19,321	$13,688,155
2	DE	Deere & Co	4,169	$2,348,397
3	PCAR	Paccar Inc	15,816	$1,826,748
4	OSK	Oshkosh Corp	7,650	$1,126,156
5	WNC	WABASH NATIONAL Corp	115,720	$997,506
6	TWI	Titan International Inc	60,984	$421,399

All Filings in CAT

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,688,155	19,321	+6340.3%	Shares	Sole	2026-05-04
2026-03-31	$212,538	300	-98.3%	Put	Sole	2026-05-04
2025-12-31	$10,285,307	17,954	-1.6%	Shares	Sole	2026-02-02
2025-09-30	$8,710,373	18,255	-6.9%	Shares	Sole	2025-11-04
2025-06-30	$7,610,080	19,603	-2.4%	Shares	Sole	2025-07-28
2025-03-31	$6,625,682	20,090	+14.1%	Shares	Sole	2025-04-28
2024-12-31	$6,384,576	17,600	-6.9%	Shares	Sole	2025-01-17
2024-09-30	$7,392,559	18,901	-1.3%	Shares	Sole	2024-10-25
2024-06-30	$6,376,866	19,144	-6.7%	Shares	Sole	2024-07-30
2024-03-31	$7,522,075	20,528	+2.4%	Shares	Sole	2024-05-02
2023-12-31	$5,924,931	20,039	+35.7%	Shares	Sole	2024-01-12
2023-09-30	$4,030,845	14,765	+2.0%	Shares	Sole	2023-11-13
2023-06-30	$3,560,097	14,469	-1.4%	Shares	Sole	2023-07-31
2023-03-31	$3,357,769	14,673	-3.2%	Shares	Sole	2023-04-11
2022-12-31	$3,629,813	15,152	-9.7%	Shares	Sole	2023-01-12
2022-09-30	$2,754,082	16,785	+0.8%	Shares	Sole	2022-11-03
2022-06-30	$2,978,141	16,660	-2.5%	Shares	Sole	2022-08-15
2022-03-31	$3,806,434	17,083	-2.9%	Shares	Sole	2022-05-09
2021-12-31	$3,636,763	17,591	+2.1%	Shares	Sole	2022-02-14
2021-09-30	$3,308,027	17,232	+16.0%	Shares	Sole	2021-11-15
2021-06-30	$3,233,764	14,859	+14.9%	Shares	Sole	2021-08-12
2021-03-31	$2,999,702	12,937	-2.0%	Shares	Sole	2021-05-13
2020-12-31	$2,403,756	13,206	+17.3%	Shares	Sole	2021-02-11
2020-09-30	$1,678,683	11,255	-6.4%	Shares	Sole	2020-11-13
2020-06-30	$1,521,289	12,026	+18.6%	Shares	Sole	2020-08-05
2020-03-31	$1,176,877	10,142	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.