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Cannon Advisors, Inc.

Position in CAT — Caterpillar Inc

CIK 1805370 CHARLOTTE, NC

Position in CAT

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$3,705,852
-$1,743,622 QoQ
Shares Held
3,480
-54.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.16%
of 13F equity value
Holder Rank
#465
of 1,643 holders
Holding Since
Sep 2024
8 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

Cannon Advisors, Inc. holds $5,192,841 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (71.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
3,480 $3,705,852

All Filings in CAT

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,705,852 3,480
2026-03-31 $5,449,474 7,692
2025-12-31 $4,383,028 7,651
2025-09-30 $4,091,561 8,575
2025-06-30 $3,412,754 8,791
2025-03-31 $2,945,773 8,932
2024-12-31 $3,342,833 9,215
2024-09-30 $3,706,253 9,476