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Five Oceans Advisors

Position in CAT — Caterpillar Inc

CIK 1876326 SANTA MONICA, CA

Position in CAT

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$1,250,192
+$414,918 QoQ
Shares Held
1,174
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#2,275
of 4,031 holders
Holding Since
Dec 2022
15 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

Five Oceans Advisors holds $1,830,100 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (68.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
1,174 $1,250,192

All Filings in CAT

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,250,192 1,174
2026-03-31 $835,274 1,179
2025-12-31 $673,122 1,175
2025-09-30 $559,696 1,173
2025-06-30 $465,852 1,200
2025-03-31 $395,100 1,198
2024-12-31 $432,772 1,193
2024-09-30 $462,694 1,183
2024-06-30 $391,725 1,176
2024-03-31 $436,784 1,192
2023-12-31 $352,438 1,192
2023-09-30 $325,962 1,194
2023-06-30 $291,569 1,185
2023-03-31 $265,225 1,159
2022-12-31 $263,276 1,099