Avion Wealth

Position in CAT — Caterpillar Inc

CIK 1792704 THE WOODLANDS, TX

Position in CAT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$273,679

-$28,833 QoQ

Shares Held

257

-39.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#3,603

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Avion Wealth holds $414,692 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (66.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	257	$273,679
2	DE	Deere & Co	200	$126,866
3	PCAR	Paccar Inc	92	$11,051
4	TEX	Terex Corp	14	$1,013
5	OSK	Oshkosh Corp	6	$920
6	LNN	Lindsay Corp	5	$619
7	CMCO	Columbus Mckinnon Corp	36	$544

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,679	257	-39.8%	Shares	Sole	2026-07-31
2026-03-31	$302,512	427	+1.9%	Shares	Sole	2026-05-01
2025-12-31	$240,032	419	+0.2%	Shares	Sole	2026-01-23
2025-09-30	$199,448	418	+33.1%	Shares	Sole	2025-10-24
2025-06-30	$121,897	314	-36.0%	Shares	Sole	2025-07-31
2025-03-31	$161,931	491	0.0%	Shares	Sole	2025-05-09
2024-12-31	$178,115	491	+70.5%	Shares	Sole	2025-01-29
2024-09-30	$112,642	288	+1.8%	Shares	Sole	2024-10-18
2024-06-30	$94,267	283	+3.3%	Shares	Sole	2024-07-26
2024-03-31	$100,401	274	+0.7%	Shares	Sole	2024-05-03
2023-12-31	$80,422	272	-3.2%	Shares	Sole	2024-01-26
2023-09-30	$76,713	281	+4.9%	Shares	Sole	2023-10-20
2023-06-30	$65,941	268	+8.5%	Shares	Sole	2023-07-14
2023-03-31	$56,523	247	+0.4%	Shares	Sole	2023-05-05
2022-12-31	$40	246	0.0%	Shares	Sole	2023-01-30
2022-09-30	$40,363	246	-9.2%	Shares	Sole	2022-10-31
2022-06-30	$48,443	271	+10.2%	Shares	Sole	2022-08-11
2022-03-31	$54,813	246	0.0%	Shares	Sole	2022-05-04
2021-12-31	$50,858	246	0.0%	Shares	Sole	2022-01-26
2021-09-30	$47,224	246	0.0%	Shares	Sole	2021-11-01
2021-06-30	$53,536	246	0.0%	Shares	Sole	2021-07-27
2021-03-31	$57,040	246	-47.2%	Shares	Sole	2021-05-06
2020-12-31	$84,821	466	0.0%	Shares	Sole	2021-01-26
2020-09-30	$69,503	466	+89.4%	Shares	Sole	2020-10-30
2020-06-30	$31,119	246	-54.9%	Shares	Sole	2020-07-29
2020-03-31	$63,357	546	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.