Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$690,055
+$280,566 QoQ
Shares Held
648
+12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,816
of 4,045 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Caerus Investment Advisors, LLC holds $1,030,115 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.0% of the industry book) .
All Filings in CAT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,055 | 648 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $409,489 | 578 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $329,973 | 576 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||