Steward Partners Investment Advisory, LLC
Position in CAT — Caterpillar Inc
CIK 1723397
STAMFORD, CT
Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$91,587,789
+$23,433,937 QoQ
Shares Held
86,006
-10.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#243
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, 2026Steward Partners Investment Advisory, LLC holds $110,077,682 across 11 Farm & Heavy Construction Machinery names. CAT ranks #1 (83.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
86,006 | $91,587,789 | |
| 2 | DE |
Deere & Co
|
22,184 | $14,071,976 | |
| 3 | PCAR |
Paccar Inc
|
28,789 | $3,458,134 | |
| 4 | OSK |
Oshkosh Corp
|
2,578 | $395,671 | |
| 5 | AGCO |
Agco Corp /De
|
2,148 | $257,115 | |
| 6 | FSS |
Federal Signal Corp /De/
|
1,226 | $157,528 | |
| 7 | TEX |
Terex Corp
|
1,806 | $130,736 | |
| 8 | ALG |
Alamo Group Inc
|
86 | $14,146 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,587,789 | 86,006 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $68,153,852 | 96,200 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $59,448,438 | 103,773 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $48,191,195 | 100,998 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $39,234,443 | 101,065 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $34,016,561 | 103,143 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $36,500,911 | 100,620 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $39,810,540 | 101,786 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $32,141,152 | 96,491 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $34,942,031 | 95,358 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,415,378 | 72,430 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $19,595,121 | 71,777 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,248,017 | 57,907 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,355,819 | 62,733 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,906,850 | 49,703 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $8,323,614 | 50,729 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,833,978 | 43,824 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $9,662,143 | 43,363 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $8,994,016 | 43,504 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,016,475 | 41,759 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,704,111 | 39,995 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,278,741 | 40,017 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,347,383 | 29,378 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,704,241 | 38,245 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $5,818,114 | 45,993 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $5,032,770 | 43,371 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||