Position in CAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,656,866
+$1,148,210 QoQ
Shares Held
3,434
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.03%
of 13F equity value
Holder Rank
#1,430
of 4,045 holders
Holding Since
Jun 2020
24 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, 2026Vanguard Capital Wealth Advisors holds $3,859,508 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (94.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
3,434 | $3,656,866 | |
| 2 | PCAR |
Paccar Inc
|
1,687 | $202,642 |
All Filings in CAT
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,656,866 | 3,434 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,508,656 | 3,541 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,051,447 | 3,581 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,707,242 | 3,578 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,387,850 | 3,575 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,170,130 | 3,548 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,258,777 | 3,470 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,355,621 | 3,466 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,145,197 | 3,438 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,258,320 | 3,434 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $952,353 | 3,221 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $853,398 | 3,126 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $768,168 | 3,122 | Shares | Sole | 2023-11-01 | |
| 2023-03-31 | $713,294 | 3,117 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $745,750 | 3,113 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $509,960 | 3,108 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $554,692 | 3,103 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $746,001 | 3,348 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $691,131 | 3,343 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $633,309 | 3,299 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $760,616 | 3,495 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $763,084 | 3,291 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $598,299 | 3,287 | Shares | Sole | 2021-01-25 | |
| 2020-06-30 | $409,480 | 3,237 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||