Kestra Advisory Services, LLC

Position in CAT — Caterpillar Inc

CIK 1830819 AUSTIN, TX

Position in CAT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$221,673,843

+$66,105,946 QoQ

Shares Held

208,164

-5.2% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

1.69%

of 13F equity value

Holder Rank

#141

of 4,045 holders

Holding Since

Sep 2020

24 quarters on record

Industrials · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $296,573,672 across 9 Farm & Heavy Construction Machinery names. CAT ranks #1 (74.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	208,164	$221,673,843
2	DE	Deere & Co	107,515	$68,199,989
3	PCAR	Paccar Inc	40,119	$4,819,094
4	FSS	Federal Signal Corp /De/	4,215	$541,585
5	TEX	Terex Corp	7,312	$529,315
6	BLBD	Blue Bird Corp	3,109	$245,486
7	AGCO	Agco Corp /De	2,006	$240,118
8	OSK	Oshkosh Corp	1,555	$238,661

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$221,673,843	208,164	-5.2%	Shares	Sole	2026-07-28
2026-03-31	$155,567,897	219,586	+8.7%	Shares	Sole	2026-04-30
2025-12-31	$115,771,298	202,090	+9.3%	Shares	Sole	2026-02-13
2025-09-30	$88,248,892	184,950	+11.2%	Shares	Sole	2025-11-14
2025-06-30	$64,593,485	166,388	+3.7%	Shares	Sole	2025-08-15
2025-03-31	$52,898,930	160,397	-2.2%	Shares	Sole	2025-05-14
2024-12-31	$59,473,050	163,946	+4.1%	Shares	Sole	2025-02-10
2024-09-30	$61,588,493	157,467	-2.2%	Shares	Sole	2024-11-13
2024-06-30	$53,654,415	161,076	+8.2%	Shares	Sole	2024-08-14
2024-03-31	$54,546,769	148,860	+10.5%	Shares	Sole	2024-05-15
2023-12-31	$39,846,263	134,766	+5.1%	Shares	Sole	2024-02-14
2023-09-30	$35,012,796	128,252	+8.7%	Shares	Sole	2023-11-13
2023-06-30	$29,033,653	117,999	-0.5%	Shares	Sole	2023-08-11
2023-03-31	$27,140,195	118,599	-8.0%	Shares	Sole	2023-05-12
2022-12-31	$30,877,846	128,894	+49.4%	Shares	Sole	2023-01-31
2022-09-30	$14,159,939	86,299	-9.1%	Shares	Sole	2022-11-01
2022-06-30	$16,967,362	94,917	+22.9%	Shares	Sole	2022-08-12
2022-03-31	$17,213,736	77,254	+6.1%	Shares	Sole	2022-07-20
2021-12-31	$15,052,119	72,807	+5.4%	Shares	Sole	2022-07-25
2021-09-30	$13,265,702	69,103	+8.9%	Shares	Sole	2022-07-25
2021-06-30	$13,813,628	63,473	-4.0%	Shares	Sole	2022-07-26
2021-03-31	$15,330,085	66,115	-11.2%	Shares	Sole	2022-07-27
2020-12-31	$13,548,658	74,435	+44.6%	Shares	Sole	2022-07-28
2020-09-30	$7,676,601	51,469	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.