Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
Position in CAT — Caterpillar Inc
CIK 2106763
LYNCHBURG, VA
Position in CAT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,869,787
+$1,630,000 QoQ
Shares Held
4,573
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
17.32%
of 13F equity value
Holder Rank
#1,250
of 4,031 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, 2026Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies holds $6,955,550 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (70.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
4,573 | $4,869,787 | |
| 2 | PCAR |
Paccar Inc
|
17,364 | $2,085,763 |
All Filings in CAT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,869,787 | 4,573 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,239,787 | 4,573 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,619,734 | 4,573 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||