Independent Advisor Alliance

Position in CAT — Caterpillar Inc

CIK 1696899 CHARLOTTE, NC

Position in CAT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$33,411,236

+$10,648,417 QoQ

Shares Held

31,375

-2.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#440

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Independent Advisor Alliance holds $42,649,705 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (78.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	31,375	$33,411,236
2	DE	Deere & Co	11,599	$7,357,593
3	BLBD	Blue Bird Corp	11,722	$925,569
4	PCAR	Paccar Inc	5,120	$615,013
5	OSK	Oshkosh Corp	1,356	$208,118
6	CNH	CNH Industrial N.V.	11,770	$132,176

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,411,236	31,375	-2.3%	Shares	Sole	2026-08-12
2026-03-31	$22,762,819	32,130	-35.2%	Shares	Sole	2026-05-12
2025-12-31	$28,408,622	49,590	+6.2%	Shares	Sole	2026-02-04
2025-09-30	$22,287,675	46,710	+4.7%	Shares	Sole	2025-11-04
2025-06-30	$17,321,541	44,619	-3.1%	Shares	Sole	2025-08-11
2025-03-31	$15,185,970	46,046	-7.1%	Shares	Sole	2025-05-12
2024-12-31	$17,978,021	49,559	+2.5%	Shares	Sole	2025-02-07
2024-09-30	$18,916,909	48,366	-3.2%	Shares	Sole	2024-11-13
2024-06-30	$16,641,342	49,959	-3.9%	Shares	Sole	2024-08-12
2024-03-31	$19,056,558	52,006	-9.1%	Shares	Sole	2024-05-08
2023-12-31	$16,919,419	57,224	-2.0%	Shares	Sole	2024-02-08
2023-09-30	$15,935,829	58,373	-1.4%	Shares	Sole	2023-10-24
2023-06-30	$14,569,604	59,214	-2.5%	Shares	Sole	2023-07-28
2023-03-31	$13,897,452	60,730	-6.7%	Shares	Sole	2023-05-12
2022-12-31	$15,600,146	65,120	-0.3%	Shares	Sole	2023-02-13
2022-09-30	$10,715,735	65,308	+1.5%	Shares	Sole	2022-11-04
2022-06-30	$11,503,384	64,351	-2.6%	Shares	Sole	2022-08-04
2022-03-31	$14,724,168	66,081	-0.2%	Shares	Sole	2022-05-06
2021-12-31	$13,692,183	66,229	+4.4%	Shares	Sole	2022-02-11
2021-09-30	$12,177,999	63,437	-9.6%	Shares	Sole	2021-11-01
2021-06-30	$15,263,697	70,136	-1.9%	Shares	Sole	2021-08-12
2021-03-31	$16,574,762	71,483	+18.5%	Shares	Sole	2021-05-14
2020-12-31	$10,982,539	60,337	+3.9%	Shares	Sole	2021-02-11
2020-09-30	$8,660,990	58,069	+172.3%	Shares	Sole	2020-11-04
2020-06-30	$2,697,992	21,328	-21.3%	Shares	Sole	2020-08-06
2020-03-31	$3,144,451	27,098	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.