CLARIS ADVISORS, LLC / MO /

Position in CAT — Caterpillar Inc

CIK 1905092 ST. LOUIS, MO

Position in CAT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,978,525

+$996,254 QoQ

Shares Held

2,797

-0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

13.22%

of 13F equity value

Holder Rank

#1,577

of 4,031 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CLARIS ADVISORS, LLC / MO / holds $3,275,701 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (90.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CAT	Caterpillar Inc This page	2,797	$2,978,525
2	PCAR	Paccar Inc	2,474	$297,176

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,978,525	2,797	-0.0%	Shares	Sole	2026-07-21
2026-03-31	$1,982,271	2,798	0.0%	Shares	Sole	2026-04-10
2025-12-31	$1,602,890	2,798	+1.9%	Shares	Sole	2026-01-16
2025-09-30	$1,310,253	2,746	0.0%	Shares	Sole	2025-10-06
2025-06-30	$1,066,024	2,746	-6.0%	Shares	Sole	2025-07-17
2025-03-31	$963,675	2,922	0.0%	Shares	Sole	2025-04-17
2024-12-31	$1,059,984	2,922	+15.7%	Shares	Sole	2025-02-07
2024-09-30	$987,578	2,525	+3.8%	Shares	Sole	2024-10-31
2024-06-30	$810,099	2,432	+0.9%	Shares	Sole	2024-08-02
2024-03-31	$883,096	2,410	+4.1%	Shares	Sole	2024-04-25
2023-12-31	$684,771	2,316	0.0%	Shares	Sole	2024-02-06
2023-09-30	$632,268	2,316	0.0%	Shares	Sole	2023-11-08
2023-06-30	$569,851	2,316	0.0%	Shares	Sole	2023-08-04
2023-03-31	$529,993	2,316	-7.0%	Shares	Sole	2023-05-05
2022-12-31	$596,743	2,491	+0.5%	Shares	Sole	2023-02-10
2022-09-30	$406,754	2,479	0.0%	Shares	Sole	2022-11-01
2022-06-30	$443,146	2,479	0.0%	Shares	Sole	2022-07-28
2022-03-31	$552,370	2,479	0.0%	Shares	Sole	2022-04-21
2021-12-31	$512,508	2,479	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.