Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,254,987
+$9,920,594 QoQ
Shares Held
9,630
+1940.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#850
of 4,031 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026IFG Advisory, LLC holds $20,265,453 across 9 Farm & Heavy Construction Machinery names. CAT ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
9,630 | $10,254,987 | |
| 2 | OSK |
Oshkosh Corp
|
48,377 | $7,424,901 | |
| 3 | DE |
Deere & Co
|
2,420 | $1,535,078 | |
| 4 | ALG |
Alamo Group Inc
|
4,058 | $667,500 | |
| 5 | AGCO |
Agco Corp /De
|
2,590 | $310,023 | |
| 6 | PCAR |
Paccar Inc
|
382 | $45,885 | |
| 7 | CNH |
CNH Industrial N.V.
|
2,150 | $24,144 | |
| 8 | MTW |
Manitowoc Co Inc
|
197 | $2,736 |
All Filings in CAT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,254,987 | 9,630 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $334,393 | 472 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,476,517 | 4,323 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,613,350 | 5,477 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,162,329 | 5,570 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,712,651 | 5,193 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,943,668 | 5,358 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $978,647 | 2,938 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $754,254 | 2,551 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $677,040 | 2,480 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $563,404 | 2,462 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $588,838 | 2,458 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $448,594 | 2,734 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $472,283 | 2,642 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $560,837 | 2,517 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $442,630 | 2,141 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $583,012 | 3,037 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $648,755 | 2,981 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $650,163 | 2,804 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $453,047 | 2,489 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $366,610 | 2,458 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $299,172 | 2,365 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $283,833 | 2,446 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||