TOTH FINANCIAL ADVISORY CORP

Position in CAT — Caterpillar Inc

CIK 866780 LEESBURG, VA

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$2,732,533

+$862,908 QoQ

Shares Held

2,566

-2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,636

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Derivatives in CAT

reported options exposure · as of Jun 30, 2020

CallValue

$25,300

CallShares

200

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

TOTH FINANCIAL ADVISORY CORP holds $4,235,014 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (64.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	2,566	$2,732,533
2	TEX	Terex Corp	19,096	$1,382,359
3	DE	Deere & Co	126	$79,925
4	BLBD	Blue Bird Corp	300	$23,688
5	PCAR	Paccar Inc	117	$14,054
6	OSK	Oshkosh Corp	16	$2,455

All Filings in CAT

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,732,533	2,566	-2.8%	Shares	Sole	2026-07-14
2026-03-31	$1,869,625	2,639	-1.6%	Shares	Sole	2026-04-16
2025-12-31	$1,536,437	2,682	+0.3%	Shares	Sole	2026-01-20
2025-09-30	$1,275,899	2,674	+0.0%	Shares	Sole	2025-10-09
2025-06-30	$1,037,685	2,673	+0.0%	Shares	Sole	2025-07-14
2025-03-31	$881,225	2,672	-3.0%	Shares	Sole	2025-04-14
2024-12-31	$999,403	2,755	-2.2%	Shares	Sole	2025-01-21
2024-09-30	$1,102,176	2,818	-2.0%	Shares	Sole	2024-10-21
2024-06-30	$957,662	2,875	-0.1%	Shares	Sole	2024-07-16
2024-03-31	$1,054,219	2,877	-4.6%	Shares	Sole	2024-04-16
2023-12-31	$891,445	3,015	-49.5%	Shares	Sole	2024-01-26
2023-09-30	$1,628,718	5,966	+97.7%	Shares	Sole	2023-10-12
2023-06-30	$742,332	3,017	-0.6%	Shares	Sole	2023-07-24
2023-03-31	$694,529	3,035	-23.8%	Shares	Sole	2023-04-24
2022-12-31	$954,167	3,983	+41.7%	Shares	Sole	2023-01-24
2022-09-30	$461,064	2,810	+1.3%	Shares	Sole	2022-10-14
2022-06-30	$496,059	2,775	+1.9%	Shares	Sole	2022-07-25
2022-03-31	$606,738	2,723	-0.4%	Shares	Sole	2022-04-26
2021-12-31	$565,020	2,733	-0.7%	Shares	Sole	2022-01-31
2021-09-30	$528,109	2,751	+4.1%	Shares	Sole	2021-10-20
2021-06-30	$574,978	2,642	+9.4%	Shares	Sole	2021-07-26
2021-03-31	$560,197	2,416	+0.1%	Shares	Sole	2021-04-20
2020-12-31	$439,396	2,414	+12.2%	Shares	Sole	2021-01-25
2020-09-30	$320,821	2,151	-0.1%	Shares	Sole	2020-10-16
2020-06-30	$272,481	2,154	-25.7%	Shares	Sole	2020-07-14
2020-06-30	$25,300	200	—	Call	Sole	2020-07-14
2020-03-31	$336,516	2,900	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.