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ARMSTRONG ADVISORY GROUP, INC

Position in CAT — Caterpillar Inc

CIK 1932952 NEEDHAM, MA

Position in CAT

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$2,070,165
+$610,738 QoQ
Shares Held
1,944
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,861
of 4,045 holders
Holding Since
Dec 2022
15 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, 2026

ARMSTRONG ADVISORY GROUP, INC holds $7,664,785 across 5 Farm & Heavy Construction Machinery names. CAT ranks #2 (27.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CAT
Caterpillar Inc
This page
1,944 $2,070,165

All Filings in CAT

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,070,165 1,944
2026-03-31 $1,459,427 2,060
2025-12-31 $1,168,654 2,040
2025-09-30 $1,105,556 2,317
2025-06-30 $925,492 2,384
2025-03-31 $803,392 2,436
2024-12-31 $883,683 2,436
2024-09-30 $952,768 2,436
2024-06-30 $842,743 2,530
2024-03-31 $929,999 2,538
2023-12-31 $750,410 2,538
2023-09-30 $692,874 2,538
2023-06-30 $620,292 2,521
2023-03-31 $577,592 2,524
2022-12-31 $628,605 2,624