Clearstead Advisors, LLC

Position in CAT — Caterpillar Inc

CIK 842775 CLEVELAND, OH

Position in CAT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$82,301,861

+$16,986,100 QoQ

Shares Held

77,286

-16.2% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

1.69%

of 13F equity value

Holder Rank

#256

of 4,030 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Clearstead Advisors, LLC holds $385,568,083 across 18 Farm & Heavy Construction Machinery names. CAT ranks #2 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCAR	Paccar Inc	2,442,741	$293,422,048
2	CAT	Caterpillar Inc This page	77,286	$82,301,861
3	DE	Deere & Co	14,495	$9,194,613
4	OSK	Oshkosh Corp	3,347	$513,697
5	AGCO	Agco Corp /De	370	$44,289
6	HY	Hyster-Yale, Inc.	931	$32,640
7	CNH	CNH Industrial N.V.	2,348	$26,368
8	FSS	Federal Signal Corp /De/	133	$17,089

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$82,301,861	77,286	-16.2%	Shares	Sole	2026-08-06
2026-03-31	$65,315,761	92,194	-8.5%	Shares	Sole	2026-05-06
2025-12-31	$57,716,079	100,749	-3.8%	Shares	Sole	2026-02-09
2025-09-30	$49,989,574	104,767	+5.3%	Shares	Sole	2025-11-10
2025-06-30	$38,616,413	99,473	-8.7%	Shares	Sole	2025-08-08
2025-03-31	$35,940,944	108,978	+0.8%	Shares	Sole	2025-05-13
2024-12-31	$39,210,002	108,088	-2.0%	Shares	Sole	2025-02-10
2024-09-30	$43,151,487	110,328	-0.0%	Shares	Sole	2024-11-13
2024-06-30	$36,767,244	110,379	+2013.3%	Shares	Sole	2024-08-12
2024-03-31	$1,913,863	5,223	-1.8%	Shares	Sole	2024-05-14
2023-12-31	$1,572,077	5,317	-3.3%	Shares	Sole	2024-02-12
2023-09-30	$1,501,227	5,499	+27.0%	Shares	Sole	2023-11-07
2023-06-30	$1,065,150	4,329	+38.4%	Shares	Sole	2023-08-07
2023-03-31	$716,040	3,129	-4.2%	Shares	Sole	2023-05-09
2022-12-31	$782,163	3,265	+22.6%	Shares	Sole	2023-02-14
2022-09-30	$437,109	2,664	+2.0%	Shares	Sole	2022-11-15
2022-06-30	$466,742	2,611	-14.3%	Shares	Sole	2022-08-12
2022-03-31	$679,155	3,048	+51.1%	Shares	Sole	2022-05-04
2021-12-31	$416,994	2,017	+4.1%	Shares	Sole	2022-02-14
2021-09-30	$372,037	1,938	+0.5%	Shares	Sole	2021-11-12
2021-06-30	$419,808	1,929	-1.6%	Shares	Sole	2021-08-12
2021-03-31	$454,697	1,961	-0.7%	Shares	Sole	2021-05-14
2020-12-31	$359,489	1,975	+0.2%	Shares	Sole	2021-02-11
2020-09-30	$294,123	1,972	+3.7%	Shares	Sole	2020-11-12
2020-06-30	$240,603	1,902	+57.3%	Shares	Sole	2020-08-11
2020-03-31	$140,292	1,209	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.