INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Position in CAT — Caterpillar Inc

CIK 1818604 ORLANDO, FL

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Position in CAT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$5,965,569

+$1,782,822 QoQ

Shares Held

5,602

-5.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,125

of 4,031 holders

Holding Since

Mar 2020

26 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, 2026

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC holds $8,398,008 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (71.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	5,602	$5,965,569
2	DE	Deere & Co	2,310	$1,465,302
3	CNH	CNH Industrial N.V.	54,718	$614,483
4	PCAR	Paccar Inc	2,913	$349,909
5	OSK	Oshkosh Corp	9	$1,381
6	LNN	Lindsay Corp	11	$1,361
7	XOS	Xos, Inc.	1	$3

All Filings in CAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,965,569	5,602	-5.1%	Shares	Sole	2026-07-22
2026-03-31	$4,182,747	5,904	-4.4%	Shares	Sole	2026-05-01
2025-12-31	$3,536,899	6,174	-5.2%	Shares	Sole	2026-02-03
2025-09-30	$3,108,632	6,515	0.0%	Shares	Sole	2025-10-31
2025-06-30	$2,529,188	6,515	+2.0%	Shares	Sole	2025-07-29
2025-03-31	$2,105,773	6,385	+17.3%	Shares	Sole	2025-04-23
2024-12-31	$1,973,777	5,441	-99.7%	Shares	Sole	2025-01-08
2024-09-30	$5,463	2,136,667	+39534.0%	Shares	Sole	2024-10-22
2024-06-30	$1,795,742	5,391	+4.1%	Shares	Sole	2024-07-30
2024-03-31	$1,898,107	5,180	+2.5%	Shares	Sole	2024-04-11
2023-12-31	$1,494,020	5,053	-2.9%	Shares	Sole	2024-01-25
2023-09-30	$1,420,965	5,205	+0.5%	Shares	Sole	2023-10-10
2023-06-30	$1,274,785	5,181	+9.4%	Shares	Sole	2023-07-20
2023-03-31	$1,084,015	4,737	-64.0%	Shares	Sole	2023-04-19
2022-12-31	$3,149,016	13,145	+297.6%	Shares	Sole	2023-01-30
2022-09-30	$542,448	3,306	+18.8%	Shares	Sole	2022-11-10
2022-06-30	$497,310	2,782	-3.6%	Shares	Sole	2022-08-17
2022-03-31	$642,835	2,885	-10.2%	Shares	Sole	2022-05-13
2021-12-31	$664,048	3,212	-1.8%	Shares	Sole	2022-02-10
2021-09-30	$627,933	3,271	+50.3%	Shares	Sole	2021-10-28
2021-06-30	$473,780	2,177	-87.4%	Shares	Sole	2021-07-14
2021-03-31	$4,001,843	17,259	+75.9%	Shares	Sole	2021-04-19
2020-12-31	$1,785,798	9,811	+44.7%	Shares	Sole	2021-04-19
2020-09-30	$1,011,535	6,782	-1.4%	Shares	Sole	2020-10-21
2020-06-30	$869,940	6,877	-5.6%	Shares	Sole	2020-07-20
2020-03-31	$845,119	7,283	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.