Skip to main content
Equibles

Visionary Wealth Advisors

Position in CAT — Caterpillar Inc

CIK 1802984 O'FALLON, IL
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3,342,721
+$1,099,737 QoQ
Shares Held
3,139
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,490
of 4,051 holders
Holding Since
Mar 2020
26 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

Visionary Wealth Advisors holds $4,537,798 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (73.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page 		3,139 $3,342,721
2 DE
Deere & Co
 1,884 $1,195,077

All Filings in CAT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,342,721 3,139
2026-03-31 $2,242,984 3,166
2025-12-31 $1,824,590 3,185
2025-09-30 $1,520,677 3,187
2025-06-30 $1,099,410 2,832
2025-03-31 $841,649 2,552
2024-12-31 $947,529 2,612
2024-09-30 $1,053,677 2,694
2024-06-30 $995,969 2,990
2024-03-31 $1,128,237 3,079
2023-12-31 $974,232 3,295
2023-09-30 $871,962 3,194
2023-06-30 $802,615 3,262
2023-03-31 $867,532 3,791
2022-12-31 $936,200 3,908
2022-09-30 $500,608 3,051
2022-06-30 $585,439 3,275
2022-03-31 $905,094 4,062
2021-12-31 $794,088 3,841
2021-09-30 $732,173 3,814
2021-06-30 $753,652 3,463
2021-03-31 $942,551 4,065
2020-12-31 $753,926 4,142
2020-09-30 $769,017 5,156
2020-06-30 $574,689 4,543
2020-03-31 $526,705 4,539