Soltis Investment Advisors LLC

Position in CAT — Caterpillar Inc

CIK 1802530 ST. GEORGE, UT

Position in CAT

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

Position Value

$10,001,540

+$3,549,595 QoQ

Shares Held

9,392

+3.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#869

of 4,045 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Industrials · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $11,273,533 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (88.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	9,392	$10,001,540
2	DE	Deere & Co	1,091	$692,054
3	PCAR	Paccar Inc	4,828	$579,939

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,001,540	9,392	+3.1%	Shares	Sole	2026-07-31
2026-03-31	$6,451,945	9,107	+319.1%	Shares	Sole	2026-04-27
2025-12-31	$1,244,846	2,173	+0.1%	Shares	Sole	2026-04-02
2025-09-30	$1,035,415	2,170	+6.2%	Shares	Sole	2025-11-12
2025-06-30	$793,113	2,043	+29.5%	Shares	Sole	2025-08-06
2025-03-31	$520,424	1,578	-3.1%	Shares	Sole	2025-05-13
2024-12-31	$590,936	1,629	+16.3%	Shares	Sole	2025-01-29
2024-09-30	$547,959	1,401	-7.4%	Shares	Sole	2025-01-03
2024-06-30	$503,980	1,513	+15.4%	Shares	Sole	2024-08-12
2024-03-31	$480,389	1,311	-14.3%	Shares	Sole	2024-05-29
2023-12-31	$452,375	1,530	+16.3%	Shares	Sole	2024-01-26
2023-09-30	$359,268	1,316	-40.5%	Shares	Sole	2023-11-08
2023-06-30	$544,262	2,212	-0.2%	Shares	Sole	2023-08-09
2023-03-31	$507,109	2,216	0.0%	Shares	Sole	2023-05-03
2022-12-31	$530,864	2,216	+20.5%	Shares	Sole	2023-02-09
2022-09-30	$301,743	1,839	+18.3%	Shares	Sole	2022-11-14
2022-06-30	$277,971	1,555	+1.6%	Shares	Sole	2022-08-11
2022-03-31	$340,914	1,530	-13.6%	Shares	Sole	2022-05-06
2021-12-31	$366,136	1,771	+1.3%	Shares	Sole	2022-02-09
2021-09-30	$335,755	1,749	+1.7%	Shares	Sole	2021-11-09
2021-06-30	$374,105	1,719	—	Shares	Sole	2021-08-04
No filing history on record for this holder in this stock.