Position in CAT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$611,252
+$370,376 QoQ
Shares Held
574
+68.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#2,912
of 4,031 holders
Holding Since
Mar 2026
2 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, 2026WIN ADVISORS, INC holds $611,252 across 1 Farm & Heavy Construction Machinery name. CAT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
574 | $611,252 |
All Filings in CAT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,252 | 574 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $240,876 | 340 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||