Position in CAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,526,001
+$535,574 QoQ
Shares Held
1,433
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#2,127
of 4,031 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $1,845,520 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (82.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
1,433 | $1,526,001 | |
| 2 | PCAR |
Paccar Inc
|
2,660 | $319,519 |
All Filings in CAT
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,526,001 | 1,433 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $990,427 | 1,398 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $789,414 | 1,378 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $657,035 | 1,377 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $533,012 | 1,373 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $437,644 | 1,327 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $459,616 | 1,267 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $455,263 | 1,164 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $387,395 | 1,163 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $426,158 | 1,163 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $350,073 | 1,184 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $317,226 | 1,162 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $285,910 | 1,162 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $247,376 | 1,081 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $258,964 | 1,081 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $240,422 | 1,079 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $218,937 | 1,059 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $203,104 | 1,058 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $230,252 | 1,058 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $245,318 | 1,058 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||