Position in CAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,161,275
+$3,298,423 QoQ
Shares Held
9,542
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
6.54%
of 13F equity value
Holder Rank
#858
of 4,045 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026RFG - Bristol Wealth Advisors, LLC holds $13,101,913 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (77.6% of the industry book) .
All Filings in CAT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,161,275 | 9,542 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,862,852 | 9,687 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,611,834 | 9,796 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,755,754 | 9,967 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,930,238 | 10,124 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,287,116 | 9,967 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,310,185 | 9,125 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||