Blackston Financial Advisory Group, LLC
Position in CAT — Caterpillar Inc
CIK 1910984
THE VILLAGES, FL
Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$588,889
+$238,910 QoQ
Shares Held
553
+11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#2,956
of 4,045 holders
Holding Since
Jun 2024
5 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, 2026Blackston Financial Advisory Group, LLC holds $588,889 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
|
553 | $588,889 |
All Filings in CAT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $588,889 | 553 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $349,979 | 494 | Shares | Sole | 2026-04-23 | |
| 2024-12-31 | $5,442,488 | 15,003 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $5,905,912 | 15,100 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,999,497 | 15,009 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||