Position in CAT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,332,131
+$821,695 QoQ
Shares Held
2,190
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#1,761
of 4,031 holders
Holding Since
Mar 2026
2 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, 2026Innovative Asset Advisors Group, LLC holds $2,774,893 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (84.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
2,190 | $2,332,131 | |
| 2 | DE |
Deere & Co
|
698 | $442,762 |
All Filings in CAT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,332,131 | 2,190 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,510,436 | 2,132 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||