Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,550,199
+$5,664,624 QoQ
Shares Held
6,151
+392.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,071
of 4,031 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Diversify Advisory Services, LLC holds $8,640,354 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.8% of the industry book) .
All Filings in CAT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,550,199 | 6,151 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $885,575 | 1,250 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,355,068 | 4,111 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,755,434 | 3,679 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,333,113 | 3,434 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $799,105 | 2,423 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $922,498 | 2,543 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,165,537 | 2,980 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $979,647 | 2,941 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $933,297 | 2,547 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||