Fortis Capital Advisors, LLC

Position in CAT — Caterpillar Inc

CIK 1959790 PRAIRIE VILLAGE, KS

Position in CAT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$509,022

+$175,338 QoQ

Shares Held

478

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#3,085

of 4,045 holders

Holding Since

Dec 2022

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Fortis Capital Advisors, LLC holds $4,445,899 across 4 Farm & Heavy Construction Machinery names. CAT ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co	3,936	$2,496,722
2	TEX	Terex Corp	16,058	$1,162,438
3	CAT	Caterpillar Inc This page	478	$509,022
4	PCAR	Paccar Inc	2,312	$277,717

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$509,022	478	+1.5%	Shares	Sole	2026-07-31
2026-03-31	$333,684	471	-6.2%	Shares	Sole	2026-04-28
2025-12-31	$287,580	502	-14.2%	Shares	Sole	2026-01-27
2025-09-30	$279,132	585	+622.2%	Shares	Sole	2025-10-31
2023-03-31	$18,536	81	0.0%	Shares	Other	2023-05-15
2022-12-31	$19,404	81	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.