Position in CAT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$276,874
+$51,584 QoQ
Shares Held
260
-18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#3,596
of 4,045 holders
Holding Since
Sep 2022
5 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, 2026Centennial Wealth Advisory LLC holds $571,408 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCAR |
Paccar Inc
|
2,452 | $294,534 | |
| 2 | CAT |
Caterpillar Inc
This page
|
260 | $276,874 |
All Filings in CAT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,874 | 260 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $225,290 | 318 | Shares | Sole | 2026-04-20 | |
| 2023-03-31 | $236,849 | 1,035 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $380,900 | 1,590 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $245,955 | 1,499 | Shares | Sole | 2022-10-12 | |
| No filing history on record for this holder in this stock. | ||||||