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Cedar Mountain Advisors, LLC

Position in CAT — Caterpillar Inc

CIK 1798986 LAKE OSWEGO, OR

Position in CAT

as of Jun 30, 2026 · filed Jul 2, 2026
Position Value
$57,504
+$21,373 QoQ
Shares Held
54
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,939
of 4,032 holders
Holding Since
Mar 2020
25 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

Cedar Mountain Advisors, LLC holds $94,554 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (60.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
54 $57,504

All Filings in CAT

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $57,504 54
2026-03-31 $36,131 51
2025-12-31 $16,040 28
2025-09-30 $12,883 27
2025-06-30 $34,938 90
2025-03-31 $29,682 90
2024-12-31 $34,462 95
2024-09-30 $42,240 108
2024-06-30 $36,641 110
2024-03-31 $40,307 110
2023-12-31 $32,523 110
2023-09-30 $30,030 110
2023-06-30 $27,065 110
2023-03-31 $21,053 92
2022-09-30 $22,150 135
2022-06-30 $24,132 135
2022-03-31 $30,080 135
2021-12-31 $27,909 135
2021-09-30 $25,915 135
2021-06-30 $20,021 92
2021-03-31 $21,563 93
2020-12-31 $16,927 93
2020-09-30 $13,870 93
2020-06-30 $11,764 93
2020-03-31 $5,569 48