Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$992,486
+$328,661 QoQ
Shares Held
932
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#2,502
of 4,031 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $1,225,857 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (81.0% of the industry book) .
All Filings in CAT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $992,486 | 932 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $663,825 | 937 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $499,540 | 872 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $412,734 | 865 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $336,188 | 866 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $285,606 | 866 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $167,231 | 461 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||