Position in CAT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,167,012
+$1,025,338 QoQ
Shares Held
2,974
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
7.01%
of 13F equity value
Holder Rank
#1,522
of 4,031 holders
Holding Since
Sep 2025
4 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, 2026Portus Wealth Advisors, LLC holds $3,167,012 across 1 Farm & Heavy Construction Machinery name. CAT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
2,974 | $3,167,012 |
All Filings in CAT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,167,012 | 2,974 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,141,674 | 3,023 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,177,478 | 3,801 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,779,292 | 3,729 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||