CREATIVE FINANCIAL DESIGNS INC /ADV

Position in CAT — Caterpillar Inc

CIK 819864 KOKOMO, IN

Position in CAT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$12,418,863

+$4,972,949 QoQ

Shares Held

11,662

+11.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

3.21%

of 13F equity value

Holder Rank

#759

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

CREATIVE FINANCIAL DESIGNS INC /ADV holds $12,938,260 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (96.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	11,662	$12,418,863
2	FSS	Federal Signal Corp /De/	2,806	$360,542
3	DE	Deere & Co	194	$123,060
4	PCAR	Paccar Inc	298	$35,795

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,418,863	11,662	+11.0%	Shares	Sole	2026-07-28
2026-03-31	$7,445,914	10,510	+2.3%	Shares	Sole	2026-04-13
2025-12-31	$5,883,374	10,270	-2.6%	Shares	Sole	2026-02-06
2025-09-30	$5,028,683	10,539	-3.7%	Shares	Sole	2025-11-12
2025-06-30	$4,247,793	10,942	+0.2%	Shares	Sole	2025-08-04
2025-03-31	$3,601,086	10,919	-6.0%	Shares	Sole	2025-04-23
2024-12-31	$4,215,271	11,620	+3.4%	Shares	Sole	2025-02-10
2024-09-30	$4,394,624	11,236	-0.4%	Shares	Sole	2024-10-28
2024-06-30	$3,758,034	11,282	+2.2%	Shares	Sole	2024-08-06
2024-03-31	$4,043,921	11,036	-25.0%	Shares	Sole	2024-05-01
2023-12-31	$4,352,853	14,722	+1.0%	Shares	Sole	2024-01-10
2023-09-30	$3,980,067	14,579	-0.3%	Shares	Sole	2023-11-14
2023-06-30	$3,597,989	14,623	-1.9%	Shares	Sole	2023-07-26
2023-03-31	$3,411,546	14,908	-31.6%	Shares	Sole	2023-04-25
2022-12-31	$5,222,168	21,799	-13.1%	Shares	Sole	2023-02-01
2022-09-30	$4,113,649	25,071	+0.7%	Shares	Sole	2022-11-01
2022-06-30	$4,449,872	24,893	+2.5%	Shares	Sole	2022-08-01
2022-03-31	$5,409,401	24,277	-6.7%	Shares	Sole	2022-04-15
2021-12-31	$5,378,547	26,016	+406.6%	Shares	Sole	2022-01-26
2021-09-30	$985,765	5,135	+8.9%	Shares	Sole	2021-10-08
2021-06-30	$1,026,125	4,715	+4.2%	Shares	Sole	2021-07-27
2021-03-31	$1,049,211	4,525	+1.3%	Shares	Sole	2021-04-19
2020-12-31	$812,719	4,465	+605.4%	Shares	Sole	2021-01-08
2020-09-30	$94,411	633	+19.9%	Shares	Sole	2020-10-06
2020-06-30	$66,792	528	+62.5%	Shares	Sole	2020-07-23
2020-03-31	$37,713	325	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.