Foundations Investment Advisors, LLC

Endowment

Position in CAT — Caterpillar Inc

CIK 1743404 PHOENIX, AZ

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,257,173

+$3,807,701 QoQ

Shares Held

8,693

+13.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#903

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

Foundations Investment Advisors, LLC holds $12,779,483 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (72.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	8,693	$9,257,173
2	DE	Deere & Co	4,333	$2,748,551
3	PCAR	Paccar Inc	4,583	$550,509
4	TEX	Terex Corp	3,084	$223,250

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	$9,257,173	8,693	+13.0%	Shares	Other	2026-08-14
2026-03-31	$5,449,472	7,692	-2.3%	Shares	Other	2026-05-11
2025-12-31	$4,508,486	7,870	+3.6%	Shares	Sole	2026-02-10
2025-09-30	$3,623,954	7,595	-8.0%	Shares	Sole	2025-11-03
2025-06-30	$3,203,897	8,253	-6.7%	Shares	Sole	2025-08-08
2025-03-31	$2,916,751	8,844	+15.1%	Shares	Sole	2025-05-07
2024-12-31	$2,788,536	7,687	+12.5%	Shares	Sole	2025-01-22
2024-09-30	$2,671,740	6,831	+8.9%	Shares	Sole	2024-10-21
2024-06-30	$2,090,202	6,275	-16.7%	Shares	Sole	2024-08-02
2024-03-31	$2,760,683	7,534	+22.3%	Shares	Sole	2024-05-13
2023-12-31	$1,820,735	6,158	+1.1%	Shares	Sole	2024-02-08
2023-09-30	$1,663,116	6,092	+18.2%	Shares	Sole	2023-10-05
2023-06-30	$1,267,895	5,153	+9.2%	Shares	Sole	2023-07-19
2023-03-31	$1,080,353	4,721	+28.3%	Shares	Sole	2023-04-25
2022-12-31	$881,820	3,681	+32.3%	Shares	Sole	2023-01-11
2022-09-30	$456,470	2,782	-4.9%	Shares	Sole	2022-10-19
2022-06-30	$523,051	2,926	+28.0%	Shares	Sole	2022-07-08
2022-03-31	$509,366	2,286	-1.8%	Shares	Sole	2022-04-19
2021-12-31	$481,083	2,327	-4.1%	Shares	Sole	2022-01-21
2021-09-30	$465,719	2,426	+16.9%	Shares	Sole	2021-10-13
2021-06-30	$451,582	2,075	-0.8%	Shares	Sole	2021-07-14
2021-03-31	$484,840	2,091	-7.4%	Shares	Sole	2021-04-09
2020-12-31	$410,819	2,257	+10.4%	Shares	Sole	2021-01-13
2020-09-30	$305,011	2,045	0.0%	Shares	Sole	2020-10-07
2020-06-30	$258,692	2,045	-1.6%	Shares	Sole	2020-07-08
2020-03-31	$241,247	2,079	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.