Position in CAT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,363,956
+$1,106,465 QoQ
Shares Held
4,098
-10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,322
of 4,031 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $10,645,414 across 19 Farm & Heavy Construction Machinery names. CAT ranks #2 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DE |
Deere & Co
|
8,107 | $5,142,507 | |
| 2 | CAT |
Caterpillar Inc
This page
|
4,098 | $4,363,956 | |
| 3 | OSK |
Oshkosh Corp
|
2,231 | $342,409 | |
| 4 | PCAR |
Paccar Inc
|
2,379 | $285,760 | |
| 5 | BLBD |
Blue Bird Corp
|
2,496 | $197,081 | |
| 6 | CNH |
CNH Industrial N.V.
|
9,125 | $102,470 | |
| 7 | TEX |
Terex Corp
|
664 | $48,064 | |
| 8 | AGCO |
Agco Corp /De
|
302 | $36,147 |
All Filings in CAT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,363,956 | 4,098 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,257,491 | 4,598 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,581,919 | 4,507 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,628,511 | 3,413 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,347,086 | 3,470 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,531,589 | 4,644 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,557,687 | 4,294 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,500,332 | 3,836 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,321,405 | 3,967 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,488,802 | 4,063 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $699,849 | 2,367 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $651,651 | 2,387 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $591,994 | 2,406 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $629,764 | 2,752 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $460,432 | 1,922 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $276,636 | 1,686 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $241,860 | 1,353 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $307,043 | 1,378 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $112,465 | 544 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||