Position in CAT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$140,566
+$53,426 QoQ
Shares Held
132
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#3,875
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, 2026Valued Wealth Advisors LLC holds $221,084 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (63.6% 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 | $140,566 | 132 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $87,140 | 123 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $64,161 | 112 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $40,557 | 85 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $29,503 | 76 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $32,980 | 100 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $50,423 | 139 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $122,029 | 312 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $119,582 | 359 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $50,933 | 139 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $10,348 | 35 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||