Position in CAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,744,306
+$809,139 QoQ
Shares Held
1,638
+24.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#2,022
of 4,031 holders
Holding Since
Dec 2024
7 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, 2026Avantra Family Wealth, Inc. holds $2,234,035 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (78.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
1,638 | $1,744,306 | |
| 2 | PCAR |
Paccar Inc
|
4,077 | $489,729 |
All Filings in CAT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,744,306 | 1,638 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $935,167 | 1,320 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $518,447 | 905 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $431,820 | 905 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $351,330 | 905 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $298,469 | 905 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $328,297 | 905 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||