VALLEY NATIONAL ADVISERS INC

Position in CAT — Caterpillar Inc

CIK 773411 BETHLEHEM, PA

Position in CAT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,684,671

+$552,552 QoQ

Shares Held

1,582

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#2,047

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $3,272,814 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (51.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	1,582	$1,684,671
2	DE	Deere & Co	2,433	$1,543,324
3	PCAR	Paccar Inc	173	$20,780
4	AGCO	Agco Corp /De	146	$17,476
5	FSS	Federal Signal Corp /De/	26	$3,340
6	OSK	Oshkosh Corp	21	$3,223

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,684,671	1,582	-1.0%	Shares	Sole	2026-07-29
2026-03-31	$1,132,119	1,598	+1.3%	Shares	Sole	2026-04-15
2025-12-31	$903,988	1,578	-0.3%	Shares	Sole	2026-01-23
2025-09-30	$755,328	1,583	-77.2%	Shares	Sole	2025-10-17
2025-06-30	$2,694,565	6,941	+0.2%	Shares	Sole	2025-07-22
2025-03-31	$2,284,194	6,926	+4.2%	Shares	Sole	2025-04-25
2024-12-31	$2,412,353	6,650	+1.0%	Shares	Sole	2025-01-24
2024-09-30	$2,575,524	6,585	+347.7%	Shares	Sole	2024-10-24
2024-06-30	$489,990	1,471	-1.7%	Shares	Sole	2024-07-18
2024-03-31	$548,179	1,496	+3.8%	Shares	Sole	2024-04-19
2023-12-31	$426,060	1,441	+4.4%	Shares	Sole	2024-01-25
2023-09-30	$376,740	1,380	+6.0%	Shares	Sole	2023-11-13
2023-06-30	$320,357	1,302	+0.8%	Shares	Sole	2023-07-31
2023-03-31	$295,661	1,292	0.0%	Shares	Sole	2023-04-26
2022-12-31	$309,511	1,292	0.0%	Shares	Sole	2023-01-12
2022-09-30	$211,991	1,292	-6.3%	Shares	Sole	2022-11-08
2022-06-30	$246,510	1,379	0.0%	Shares	Sole	2022-07-15
2022-03-31	$307,268	1,379	0.0%	Shares	Sole	2022-05-06
2021-12-31	$285,094	1,379	-19.0%	Shares	Sole	2022-02-11
2021-09-30	$326,732	1,702	0.0%	Shares	Sole	2021-11-10
2021-06-30	$370,406	1,702	0.0%	Shares	Sole	2021-08-02
2021-03-31	$394,642	1,702	0.0%	Shares	Sole	2021-05-07
2020-12-31	$309,798	1,702	-32.8%	Shares	Sole	2021-02-11
2020-09-30	$377,647	2,532	-1.9%	Shares	Sole	2020-11-13
2020-06-30	$326,623	2,582	-7.7%	Shares	Sole	2020-08-10
2020-03-31	$324,679	2,798	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.