CBIZ Investment Advisory Services, LLC
Position in CAT — Caterpillar Inc
CIK 1795934
INDEPENDENCE, OH
Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$431,284
+$144,358 QoQ
Shares Held
405
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,211
of 4,045 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $439,947 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (98.0% of the industry book) .
All Filings in CAT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,284 | 405 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $286,926 | 405 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $290,445 | 507 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $51,055 | 107 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $38,044 | 98 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $16,490 | 50 | Shares | Sole | 2025-06-03 | |
| No filing history on record for this holder in this stock. | ||||||