Position in CAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$730,521
-$2,735 QoQ
Shares Held
686
-33.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,765
of 4,045 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $2,448,232 across 6 Farm & Heavy Construction Machinery names. CAT ranks #2 (29.8% of the industry book) .
All Filings in CAT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $730,521 | 686 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $733,256 | 1,035 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $588,337 | 1,027 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $490,033 | 1,027 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $398,691 | 1,027 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $364,429 | 1,105 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $372,191 | 1,026 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $558,910 | 1,429 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $480,330 | 1,442 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $528,392 | 1,442 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $438,478 | 1,483 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $419,874 | 1,538 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $431,817 | 1,755 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $503,676 | 2,201 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $540,207 | 2,255 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $375,415 | 2,288 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $292,451 | 1,636 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $307,268 | 1,379 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $452,760 | 2,190 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $408,704 | 2,129 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $430,036 | 1,976 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $316,502 | 1,365 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||