Tennessee Valley Asset Management Partners

Position in CAT — Caterpillar Inc

CIK 1826790 KNOXVILLE, TN

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Position in CAT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,746,436

+$954,378 QoQ

Shares Held

1,640

+46.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#2,025

of 4,045 holders

Holding Since

Dec 2020

21 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

Tennessee Valley Asset Management Partners holds $2,232,410 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (78.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	1,640	$1,746,436
2	DE	Deere & Co	430	$272,761
3	PCAR	Paccar Inc	1,775	$213,213

All Filings in CAT

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21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,746,436	1,640	+46.7%	Shares	Sole	2026-08-10
2026-03-31	$792,058	1,118	-0.1%	Shares	Sole	2026-04-27
2025-12-31	$641,041	1,119	-5.3%	Shares	Sole	2026-02-05
2025-09-30	$563,991	1,182	-7.6%	Shares	Sole	2025-11-13
2025-03-31	$421,814	1,279	+2.6%	Shares	Sole	2025-04-18
2024-12-31	$451,998	1,246	-14.1%	Shares	Sole	2025-01-22
2024-09-30	$567,124	1,450	-16.9%	Shares	Sole	2024-11-13
2024-06-30	$581,259	1,745	+5.6%	Shares	Sole	2024-07-19
2024-03-31	$605,342	1,652	+0.3%	Shares	Sole	2024-04-23
2023-12-31	$486,968	1,647	+0.4%	Shares	Sole	2024-01-29
2023-09-30	$447,993	1,641	+0.3%	Shares	Sole	2023-10-13
2023-06-30	$402,537	1,636	+1.9%	Shares	Sole	2023-07-17
2023-03-31	$367,288	1,605	+0.4%	Shares	Sole	2023-04-17
2022-12-31	$383,056	1,599	+0.4%	Shares	Sole	2023-01-12
2022-09-30	$261,379	1,593	+0.4%	Shares	Sole	2022-10-13
2022-06-30	$283,513	1,586	+0.4%	Shares	Sole	2022-07-26
2022-03-31	$352,055	1,580	+3.7%	Shares	Sole	2022-04-22
2021-12-31	$314,865	1,523	+7.1%	Shares	Sole	2022-02-14
2021-09-30	$272,981	1,422	-38.3%	Shares	Sole	2021-10-12
2021-03-31	$534,460	2,305	+21.8%	Shares	Sole	2021-04-16
2020-12-31	$344,563	1,893	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.