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Keating Financial Advisory Services, Inc.

Position in CAT — Caterpillar Inc

CIK 2103443 MANHATTAN, KS

Position in CAT

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,277,880
+$399,390 QoQ
Shares Held
1,200
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,258
of 4,030 holders
Holding Since
Dec 2025
3 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, 2026

Keating Financial Advisory Services, Inc. holds $1,702,023 across 12 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
1,200 $1,277,880

All Filings in CAT

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,277,880 1,200
2026-03-31 $878,490 1,240
2025-12-31 $1,742,670 3,042