Position in CAT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,410,874
+$1,146,636 QoQ
Shares Held
3,203
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.97%
of 13F equity value
Holder Rank
#1,466
of 4,031 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $3,982,333 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (85.7% of the industry book) .
All Filings in CAT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,410,874 | 3,203 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,264,238 | 3,196 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,816,570 | 3,171 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,524,971 | 3,196 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,240,719 | 3,196 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,054,040 | 3,196 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $1,159,380 | 3,196 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $1,250,019 | 3,196 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $1,046,933 | 3,143 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $1,160,850 | 3,168 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $929,290 | 3,143 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $819,819 | 3,003 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||