Position in CAT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$70,283
+$23,525 QoQ
Shares Held
66
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,927
of 4,031 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $101,563 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (69.2% of the industry book) .
All Filings in CAT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,283 | 66 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $46,758 | 66 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $40,673 | 71 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $42,943 | 90 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $35,715 | 92 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $310,671 | 942 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $347,524 | 958 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $367,261 | 939 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $308,783 | 927 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $339,680 | 927 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $248,362 | 840 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $511,602 | 1,874 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $464,050 | 1,886 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $440,974 | 1,927 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||