AIRE ADVISORS, LLC

Position in CAT — Caterpillar Inc

CIK 1908177 BEVERLY HILLS, CA

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,059,457

+$1,020,510 QoQ

Shares Held

2,873

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#1,557

of 4,031 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

AIRE ADVISORS, LLC holds $3,314,231 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (92.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CAT	Caterpillar Inc This page	2,873	$3,059,457
2	PCAR	Paccar Inc	2,121	$254,774

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,059,457	2,873	-0.2%	Shares	Sole	2026-08-14
2026-03-31	$2,038,947	2,878	+0.3%	Shares	Sole	2026-05-06
2025-12-31	$1,642,991	2,868	+0.1%	Shares	Sole	2026-02-17
2025-09-30	$1,366,557	2,864	-68.3%	Shares	Sole	2025-11-10
2025-06-30	$3,510,194	9,042	+0.3%	Shares	Sole	2025-07-29
2025-03-31	$2,973,806	9,017	-2.2%	Shares	Sole	2025-05-05
2024-12-31	$3,343,558	9,217	+1.2%	Shares	Sole	2025-02-12
2024-09-30	$3,563,885	9,112	+0.0%	Shares	Sole	2024-11-14
2024-06-30	$3,034,874	9,111	-2.5%	Shares	Sole	2024-08-01
2024-03-31	$3,422,822	9,341	+0.0%	Shares	Sole	2024-05-13
2023-12-31	$2,761,557	9,340	-3.6%	Shares	Sole	2024-01-29
2023-09-30	$2,645,097	9,689	-3.9%	Shares	Sole	2023-10-30
2023-06-30	$2,481,660	10,086	-0.4%	Shares	Sole	2023-08-02
2023-03-31	$2,318,378	10,131	-2.4%	Shares	Sole	2023-05-15
2022-12-31	$2,487,830	10,385	+181.7%	Shares	Sole	2023-02-13
2022-09-30	$604,962	3,687	-2.5%	Shares	Sole	2022-10-31
2022-06-30	$675,712	3,780	+299.2%	Shares	Sole	2022-08-08
2022-03-31	$211,010	947	—	Shares	Sole	2022-05-06
No filing history on record for this holder in this stock.