Insight Advisors, LLC/ PA

Position in CAT — Caterpillar Inc

CIK 1844880 Newtown, PA

Position in CAT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,382,240

+$467,619 QoQ

Shares Held

1,298

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#2,205

of 4,031 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Insight Advisors, LLC/ PA holds $2,827,752 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (48.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	1,298	$1,382,240
2	PCAR	Paccar Inc	6,864	$824,503
3	DE	Deere & Co	979	$621,009

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,382,240	1,298	+0.5%	Shares	Sole	2026-08-05
2026-03-31	$914,621	1,291	-1.5%	Shares	Sole	2026-05-12
2025-12-31	$750,459	1,310	-9.6%	Shares	Sole	2026-02-11
2025-09-30	$691,390	1,449	+0.1%	Shares	Sole	2025-11-10
2025-06-30	$562,128	1,448	+0.1%	Shares	Sole	2025-07-30
2025-03-31	$476,890	1,446	+2.6%	Shares	Sole	2025-04-11
2024-12-31	$511,491	1,410	+0.4%	Shares	Sole	2025-01-27
2024-09-30	$549,523	1,405	-0.4%	Shares	Sole	2024-10-15
2024-06-30	$469,671	1,410	+8.4%	Shares	Sole	2024-07-15
2024-03-31	$476,725	1,301	-1.7%	Shares	Sole	2024-05-06
2023-12-31	$391,171	1,323	-2.9%	Shares	Sole	2024-01-23
2023-09-30	$371,826	1,362	-5.5%	Shares	Sole	2023-11-07
2023-06-30	$354,558	1,441	-24.1%	Shares	Sole	2023-08-07
2023-03-31	$434,338	1,898	-43.0%	Shares	Sole	2023-05-03
2022-12-31	$797,734	3,330	-16.3%	Shares	Sole	2023-02-21
2022-09-30	$652,546	3,977	-0.3%	Shares	Sole	2022-12-12
2022-06-30	$712,716	3,987	-13.2%	Shares	Sole	2022-08-11
2022-03-31	$1,022,966	4,591	+73.2%	Shares	Sole	2022-06-02
2021-12-31	$547,861	2,650	-3.4%	Shares	Sole	2022-02-09
2021-09-30	$526,573	2,743	+2.1%	Shares	Sole	2021-11-12
2021-06-30	$584,554	2,686	-27.9%	Shares	Sole	2021-08-12
2021-03-31	$863,715	3,725	+36.6%	Shares	Sole	2021-05-17
2020-12-31	$496,368	2,727	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.