Skip to main content

Powers Advisory Group, LLC

SEC CIK
0001927474
Latest filing
Jul 31, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Powers Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
328
Value
$349.7K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of CAT by Powers Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026328$349.7K0.1%−4−1.2%ReducedHolders
Q1 2026332$235.2K0.1%−40−10.8%ReducedHolders
Q4 2025372$213.3K0.1%+372NewHolders