Position in CAT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,242,984
+$418,394 QoQ
Shares Held
3,166
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026Visionary Wealth Advisors holds $3,342,997 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.1% of the industry book) .
All Filings in CAT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,242,984 | 3,166 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,824,590 | 3,185 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,520,677 | 3,187 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,099,410 | 2,832 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $841,649 | 2,552 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $947,529 | 2,612 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,053,677 | 2,694 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $995,969 | 2,990 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,128,237 | 3,079 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $974,232 | 3,295 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $871,962 | 3,194 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $802,615 | 3,262 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $867,532 | 3,791 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $936,200 | 3,908 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $500,608 | 3,051 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $585,439 | 3,275 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $905,094 | 4,062 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $794,088 | 3,841 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $732,173 | 3,814 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $753,652 | 3,463 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $942,551 | 4,065 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $753,926 | 4,142 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $769,017 | 5,156 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $574,689 | 4,543 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $526,705 | 4,539 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||