Strategic Investment Advisors / MI
Position in CAT — Caterpillar Inc
CIK 1760540
FARMINGTON HILLS, MI
Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,223,511
+$675,526 QoQ
Shares Held
2,088
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,799
of 4,045 holders
Holding Since
Sep 2023
12 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, 2026Strategic Investment Advisors / MI holds $2,815,571 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (79.0% of the industry book) .
All Filings in CAT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,223,511 | 2,088 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,547,985 | 2,185 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,389,209 | 2,425 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $856,484 | 1,795 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $704,989 | 1,816 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $559,340 | 1,696 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,546,808 | 4,264 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,729,141 | 4,421 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,493,953 | 4,485 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,658,095 | 4,525 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,848,824 | 6,253 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,289,651 | 8,387 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||