SOA Wealth Advisors, LLC.

Position in CAT — Caterpillar Inc

CIK 1849444 NEW YORK, NY

Position in CAT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$903,035

+$256,212 QoQ

Shares Held

848

-7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,585

of 4,045 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $1,515,132 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (59.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	848	$903,035
2	DE	Deere & Co	767	$486,531
3	OSK	Oshkosh Corp	815	$125,086
4	PCAR	Paccar Inc	4	$480

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$903,035	848	-7.1%	Shares	Sole	2026-07-21
2026-03-31	$646,823	913	+11.6%	Shares	Sole	2026-05-20
2025-12-31	$468,607	818	+2.2%	Shares	Sole	2026-01-20
2025-09-30	$381,720	800	+7.4%	Shares	Sole	2025-10-21
2025-06-30	$289,216	745	+136.5%	Shares	Sole	2025-07-18
2025-03-31	$103,887	315	+35.2%	Shares	Sole	2025-04-14
2024-12-31	$84,523	233	+49.4%	Shares	Sole	2025-02-06
2024-09-30	$61,014	156	+47.2%	Shares	Sole	2024-11-20
2024-06-30	$35,308	106	-2.8%	Shares	Sole	2024-07-17
2024-03-31	$39,940	109	+3.8%	Shares	Sole	2024-04-10
2023-12-31	$31,045	105	-48.5%	Shares	Sole	2024-02-13
2023-09-30	$55,692	204	-52.0%	Shares	Sole	2023-10-10
2023-06-30	$104,571	425	+78.6%	Shares	Sole	2023-07-07
2023-03-31	$54,463	238	-29.2%	Shares	Sole	2023-04-28
2022-12-31	$80,492	336	+0.6%	Shares	Sole	2023-01-10
2022-09-30	$54,802	334	+0.6%	Shares	Sole	2022-10-07
2022-06-30	$59,348	332	-23.9%	Shares	Sole	2022-07-13
2022-03-31	$97,149	436	+0.5%	Shares	Sole	2022-04-07
2021-12-31	$89,725	434	+0.5%	Shares	Sole	2022-01-13
2021-09-30	$82,931	432	+0.5%	Shares	Sole	2021-10-12
2021-06-30	$93,580	430	+0.7%	Shares	Sole	2021-07-14
2021-03-31	$99,008	427	+0.2%	Shares	Sole	2021-04-26
2020-12-31	$77,540	426	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.