Position in CAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$14,240,907
+$5,779,061 QoQ
Shares Held
13,373
+12.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#701
of 4,031 holders
Holding Since
Dec 2023
11 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, 2026Savvy Advisors, Inc. holds $18,051,481 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (78.9% of the industry book) .
All Filings in CAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,240,907 | 13,373 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,461,846 | 11,944 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,141,508 | 8,975 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,869,580 | 6,014 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,981,812 | 5,105 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,407,256 | 4,267 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,465,550 | 4,040 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,605,156 | 4,104 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $667,199 | 2,003 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $650,413 | 1,775 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $479,281 | 1,621 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||