LEVEL FOUR ADVISORY SERVICES, LLC

Position in CAT — Caterpillar Inc

CIK 1696715 DALLAS, TX

Position in CAT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$11,149,743

+$429,054 QoQ

Shares Held

15,738

-15.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Mar 31, 2026

LEVEL FOUR ADVISORY SERVICES, LLC holds $20,130,949 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (55.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	15,738	$11,149,743
2	AGCO	Agco Corp /De	66,879	$7,749,269
3	DE	Deere & Co	2,187	$1,231,937

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,149,743	15,738	-15.9%	Shares	Sole	2026-05-14
2025-12-31	$10,720,689	18,714	+3.1%	Shares	Sole	2026-02-13
2025-09-30	$8,660,749	18,151	+0.9%	Shares	Sole	2025-11-12
2025-06-30	$6,981,956	17,985	+2.4%	Shares	Sole	2025-08-13
2025-03-31	$5,790,958	17,559	+9.3%	Shares	Sole	2025-05-14
2024-12-31	$5,826,288	16,061	-1.5%	Shares	Sole	2025-02-12
2024-09-30	$6,376,429	16,303	-1.5%	Shares	Sole	2024-11-14
2024-06-30	$5,513,804	16,553	+86.5%	Shares	Sole	2024-08-09
2024-03-31	$3,251,699	8,874	0.0%	Shares	Sole	2024-05-13
2023-12-31	$2,623,775	8,874	+11.5%	Shares	Sole	2024-02-08
2023-09-30	$2,173,353	7,961	-28.7%	Shares	Sole	2023-11-13
2023-06-30	$2,747,640	11,167	+0.0%	Shares	Sole	2023-07-10
2023-03-31	$2,554,540	11,163	-9.9%	Shares	Sole	2023-06-05
2022-12-31	$2,967,908	12,389	+56.6%	Shares	Sole	2023-02-13
2022-09-30	$1,298,200	7,912	-2.1%	Shares	Sole	2022-11-07
2022-06-30	$1,444,917	8,083	+0.2%	Shares	Sole	2022-08-08
2022-03-31	$1,797,266	8,066	-18.3%	Shares	Sole	2022-05-10
2021-12-31	$2,040,937	9,872	+38.2%	Shares	Sole	2022-02-11
2021-09-30	$1,371,049	7,142	-63.5%	Shares	Sole	2021-10-12
2021-06-30	$4,257,713	19,564	+1.7%	Shares	Sole	2021-08-09
2021-03-31	$4,461,410	19,241	-7.6%	Shares	Sole	2021-05-10
2020-12-31	$3,792,204	20,834	+56.3%	Shares	Sole	2021-02-10
2020-09-30	$1,987,871	13,328	-2.2%	Shares	Sole	2020-11-02
2020-06-30	$1,723,815	13,627	+18.5%	Shares	Sole	2020-08-17
2020-03-31	$1,334,924	11,504	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.