Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$21,493,941
+$4,801,207 QoQ
Shares Held
20,184
-14.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#541
of 4,046 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$319,470
PutShares
300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Arkadios Wealth Advisors holds $30,021,550 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (71.6% of the industry book) .
All Filings in CAT
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,470 | 300 | Put | Sole | 2026-08-10 | |
| 2026-06-30 | $21,493,941 | 20,184 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $566,768 | 800 | Call | Sole | 2026-05-18 | |
| 2026-03-31 | $141,692 | 200 | Put | Sole | 2026-05-18 | |
| 2026-03-31 | $16,692,734 | 23,562 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $13,473,329 | 23,519 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $458,296 | 800 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $229,148 | 400 | Put | Sole | 2026-02-13 | |
| 2025-09-30 | $190,860 | 400 | Put | Sole | 2025-10-29 | |
| 2025-09-30 | $10,314,073 | 21,616 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $381,720 | 800 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $7,567,765 | 19,494 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $77,642 | 200 | Put | Sole | 2025-08-04 | |
| 2025-06-30 | $310,568 | 800 | Call | Sole | 2025-08-04 | |
| 2025-03-31 | $4,162,405 | 12,621 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,333,997 | 6,434 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,609,161 | 6,671 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,121,847 | 6,370 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,029,655 | 5,539 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,740,017 | 5,885 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,650,285 | 6,045 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,296,929 | 5,271 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,347,181 | 5,887 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,460,597 | 6,097 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $970,205 | 5,913 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $928,300 | 5,193 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,066,193 | 4,785 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,027,704 | 4,971 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $885,557 | 4,613 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,058,117 | 4,862 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $946,261 | 4,081 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $732,084 | 4,022 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $519,340 | 3,482 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $425,166 | 3,361 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $372,024 | 3,206 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||