Prime Capital Investment Advisors, LLC

Position in CAT — Caterpillar Inc

CIK 1731446 OVERLAND PARK, KS

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$38,734,672

+$17,753,630 QoQ

Shares Held

36,374

+22.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#409

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, 2026

Prime Capital Investment Advisors, LLC holds $47,675,822 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (81.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	36,374	$38,734,672
2	DE	Deere & Co	13,754	$8,724,574
3	PCAR	Paccar Inc	1,803	$216,576

All Filings in CAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,734,672	36,374	+22.8%	Shares	Sole	2026-08-05
2026-03-31	$20,981,042	29,615	+8.3%	Shares	Sole	2026-05-08
2025-12-31	$15,664,557	27,344	+7.0%	Shares	Sole	2026-01-21
2025-09-30	$12,189,751	25,547	-9.7%	Shares	Sole	2025-11-05
2025-06-30	$10,981,296	28,287	-5.7%	Shares	Sole	2025-07-23
2025-03-31	$9,888,063	29,982	+16.5%	Shares	Sole	2025-05-13
2024-12-31	$9,335,991	25,736	-11.5%	Shares	Sole	2025-02-12
2024-09-30	$11,369,467	29,069	+7.9%	Shares	Sole	2024-11-05
2024-06-30	$8,974,047	26,941	-4.9%	Shares	Sole	2024-08-09
2024-03-31	$10,380,595	28,329	-0.0%	Shares	Sole	2024-05-15
2023-12-31	$8,379,583	28,341	+11.4%	Shares	Sole	2024-01-24
2023-09-30	$6,948,396	25,452	-37.0%	Shares	Sole	2023-11-09
2023-06-30	$9,941,158	40,403	+6.0%	Shares	Sole	2023-08-08
2023-03-31	$8,719,490	38,103	+134.5%	Shares	Sole	2023-05-05
2022-12-31	$3,893,329	16,252	+76.2%	Shares	Sole	2023-02-08
2022-09-30	$1,513,473	9,224	+9.7%	Shares	Sole	2022-11-08
2022-06-30	$1,503,192	8,409	-64.5%	Shares	Sole	2022-08-12
2022-03-31	$5,283,062	23,710	-0.2%	Shares	Sole	2022-05-09
2021-12-31	$4,910,281	23,751	-27.7%	Shares	Sole	2022-02-07
2021-09-30	$6,303,910	32,838	-28.7%	Shares	Sole	2021-11-09
2021-06-30	$10,026,431	46,071	-4.9%	Shares	Sole	2021-08-12
2021-03-31	$11,230,623	48,435	+167.5%	Shares	Sole	2021-05-07
2020-12-31	$3,295,836	18,107	+4.2%	Shares	Sole	2021-02-03
2020-09-30	$2,592,674	17,383	+464.0%	Shares	Sole	2020-11-06
2020-06-30	$389,873	3,082	-76.2%	Shares	Sole	2020-07-17
2020-03-31	$1,501,325	12,938	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.