Position in CAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,460,807
+$1,919,924 QoQ
Shares Held
5,128
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,173
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Stratos Wealth Advisors, LLC holds $6,815,810 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (80.1% of the industry book) .
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,460,807 | 5,128 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,540,883 | 4,998 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,261,921 | 5,694 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,765,561 | 5,796 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,252,006 | 5,801 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,747,280 | 5,298 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,799,652 | 4,961 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,995,885 | 5,103 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,643,182 | 4,933 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,461,322 | 3,988 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,290,008 | 4,363 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,322,685 | 4,845 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $882,335 | 3,586 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $779,886 | 3,408 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $871,998 | 3,640 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $601,517 | 3,666 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $715,576 | 4,003 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $854,291 | 3,834 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $720,488 | 3,485 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $696,851 | 3,630 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $790,432 | 3,632 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $733,404 | 3,163 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $480,350 | 2,639 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $340,658 | 2,284 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $298,793 | 2,362 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $241,827 | 2,084 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||