Position in CAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$441,933
+$150,756 QoQ
Shares Held
415
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#3,196
of 4,045 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $573,476 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (77.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
415 | $441,933 | |
| 2 | DE |
Deere & Co
|
118 | $74,850 | |
| 3 | PCAR |
Paccar Inc
|
168 | $20,180 | |
| 4 | FSS |
Federal Signal Corp /De/
|
137 | $17,603 | |
| 5 | TEX |
Terex Corp
|
119 | $8,614 | |
| 6 | OSK |
Oshkosh Corp
|
47 | $7,213 | |
| 7 | CNH |
CNH Industrial N.V.
|
232 | $2,605 | |
| 8 | AGCO |
Agco Corp /De
|
4 | $478 |
All Filings in CAT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,933 | 415 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $291,177 | 411 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $234,876 | 410 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $174,636 | 366 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $142,861 | 368 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $124,994 | 379 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $134,946 | 372 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $143,932 | 368 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $122,580 | 368 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $137,044 | 374 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $103,484 | 350 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $97,461 | 357 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $88,085 | 358 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $80,094 | 350 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $85,522 | 357 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $41,676 | 254 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $49,516 | 277 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $54,579 | 264 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $39,545 | 206 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||