OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in CAT — Caterpillar Inc

CIK 714364 WILLIAMSVILLE, NY

Position in CAT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$9,276,343

+$1,724,160 QoQ

Shares Held

8,711

-18.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

8.22%

of 13F equity value

Holder Rank

#900

of 4,031 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

OGOREK ANTHONY JOSEPH /NY/ /ADV holds $9,346,309 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (99.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	8,711	$9,276,343
2	DE	Deere & Co	87	$55,186
3	PCAR	Paccar Inc	123	$14,774
4	AGCO	Agco Corp /De	31	$3
5	CNH	CNH Industrial N.V.	328	$3

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,276,343	8,711	-18.3%	Shares	Sole	2026-08-07
2026-03-31	$7,552,183	10,660	-16.9%	Shares	Sole	2026-05-12
2025-12-31	$7,352,786	12,835	-2.3%	Shares	Sole	2026-01-23
2025-09-30	$6,266,888	13,134	+2.6%	Shares	Sole	2025-11-04
2025-06-30	$4,969,476	12,801	+0.2%	Shares	Sole	2025-08-08
2025-03-31	$4,214,184	12,778	+1.7%	Shares	Sole	2025-05-09
2024-12-31	$4,556,991	12,562	+0.2%	Shares	Sole	2025-01-24
2024-09-30	$4,905,035	12,541	+0.7%	Shares	Sole	2024-11-08
2024-06-30	$4,150,426	12,460	+0.2%	Shares	Sole	2024-08-08
2024-03-31	$4,557,656	12,438	-1.0%	Shares	Sole	2024-05-03
2023-12-31	$3,713,615	12,560	-0.1%	Shares	Sole	2024-02-09
2023-09-30	$3,433,794	12,578	-0.4%	Shares	Sole	2023-10-19
2023-06-30	$3,105,889	12,623	-7.7%	Shares	Sole	2023-08-03
2023-03-31	$3,128,242	13,670	-8.2%	Shares	Sole	2023-05-03
2022-12-31	$3,565,611	14,884	-0.5%	Shares	Sole	2023-01-30
2022-09-30	$2,454,800	14,961	+0.6%	Shares	Sole	2022-10-20
2022-06-30	$2,658,697	14,873	+2.3%	Shares	Sole	2022-07-21
2022-03-31	$3,238,688	14,535	+9.7%	Shares	Sole	2022-04-26
2021-12-31	$2,739,098	13,249	+0.1%	Shares	Sole	2022-01-18
2021-09-30	$2,541,874	13,241	+1.3%	Shares	Sole	2021-10-27
2021-06-30	$2,844,424	13,070	+2.5%	Shares	Sole	2021-07-14
2021-03-31	$2,957,965	12,757	+7.8%	Shares	Sole	2021-04-26
2020-12-31	$2,154,934	11,839	+3.2%	Shares	Sole	2021-01-20
2020-09-30	$1,711,048	11,472	—	Shares	Sole	2020-11-02
No filing history on record for this holder in this stock.