Avestar Capital, LLC

Position in CAT — Caterpillar Inc

CIK 1704404 New York, NY

Position in CAT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,615,335

+$1,272,458 QoQ

Shares Held

3,395

+2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,434

of 4,031 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Avestar Capital, LLC holds $5,767,276 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (62.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	3,395	$3,615,335
2	DE	Deere & Co	3,066	$1,944,855
3	PCAR	Paccar Inc	1,724	$207,086

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,615,335	3,395	+2.7%	Shares	Sole	2026-07-29
2026-03-31	$2,342,877	3,307	+4.0%	Shares	Sole	2026-05-13
2025-12-31	$1,821,153	3,179	+1.4%	Shares	Sole	2026-02-10
2025-09-30	$1,495,388	3,134	-7.1%	Shares	Sole	2025-11-07
2025-06-30	$1,309,432	3,373	-5.7%	Shares	Sole	2025-08-13
2025-03-31	$1,179,694	3,577	+0.7%	Shares	Sole	2025-05-14
2024-12-31	$1,288,160	3,551	+10.5%	Shares	Sole	2025-01-29
2024-09-30	$1,257,059	3,214	+7.5%	Shares	Sole	2024-11-13
2024-06-30	$995,635	2,989	+31.3%	Shares	Sole	2024-08-08
2024-03-31	$833,994	2,276	+25.4%	Shares	Sole	2024-05-10
2023-12-31	$536,641	1,815	+19.3%	Shares	Sole	2024-02-12
2023-09-30	$415,506	1,522	-3.3%	Shares	Sole	2023-10-20
2023-06-30	$387,282	1,574	+11.3%	Shares	Sole	2023-08-02
2023-03-31	$323,579	1,414	-7.8%	Shares	Sole	2023-04-20
2022-12-31	$367,485	1,534	+20.9%	Shares	Sole	2023-01-20
2022-09-30	$208,217	1,269	-36.9%	Shares	Sole	2022-10-26
2022-06-30	$359,486	2,011	+10.5%	Shares	Sole	2022-07-28
2022-03-31	$405,532	1,820	+33.6%	Shares	Sole	2022-04-26
2021-12-31	$281,579	1,362	—	Shares	Sole	2022-02-01
No filing history on record for this holder in this stock.