Focus Partners Advisor Solutions, LLC

Position in CAT — Caterpillar Inc

CIK 1868872 SAINT LOUIS, MO

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$22,242,566

+$11,927,389 QoQ

Shares Held

20,887

+43.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#527

of 4,031 holders

Holding Since

Mar 2022

18 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, 2026

Focus Partners Advisor Solutions, LLC holds $30,105,804 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (73.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	20,887	$22,242,566
2	DE	Deere & Co	9,693	$6,148,560
3	OSK	Oshkosh Corp	11,172	$1,714,678

All Filings in CAT

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18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,242,566	20,887	+43.5%	Shares	Other	2026-08-06
2026-03-31	$10,315,177	14,560	+24.7%	Shares	Other	2026-05-13
2025-12-31	$6,688,830	11,676	-26.1%	Shares	Other	2026-02-11
2025-09-30	$7,543,264	15,809	+63.7%	Shares	Other	2025-11-12
2025-06-30	$3,749,332	9,658	-25.9%	Shares	Other	2025-07-31
2025-03-31	$4,299,272	13,036	+12.2%	Shares	Other	2025-05-15
2024-12-31	$4,216,359	11,623	+43.9%	Shares	Other	2025-02-18
2024-09-30	$3,159,858	8,079	+17.6%	Shares	Other	2024-11-14
2024-06-30	$2,288,397	6,870	-39.8%	Shares	Other	2024-08-14
2024-03-31	$4,183,897	11,418	+318.2%	Shares	Other	2024-05-15
2023-12-31	$807,179	2,730	-47.3%	Shares	Other	2024-02-14
2023-09-30	$1,413,321	5,177	+74.9%	Shares	Other	2023-11-15
2023-06-30	$728,308	2,960	+29.7%	Shares	Other	2023-08-14
2023-03-31	$522,212	2,282	-71.9%	Shares	Other	2023-05-15
2022-12-31	$1,947,622	8,130	+236.1%	Shares	Other	2023-02-14
2022-09-30	$396,909	2,419	+13.3%	Shares	Other	2022-11-14
2022-06-30	$381,652	2,135	+42.0%	Shares	Other	2022-08-12
2022-03-31	$335,121	1,504	—	Shares	Other	2022-05-10
No filing history on record for this holder in this stock.