SEC 13F Intelligence

Florida Financial Advisors, LLC / CAT

Florida Financial Advisors, LLC’s Caterpillar Inc Position

Does Florida Financial Advisors, LLC own Caterpillar Inc (CAT)? Yes — 5.9K shares worth $4M (+1.00% of its 13F portfolio) as of Q1 2026, up from 813 shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
5.9K
% of Portfolio
+1.00%
Quarters Held
6
currently held

Position History CAT

Reported value by quarter
Q4 ’24: $254,394Q4 ’24Q1 ’25: $249,305Q1 ’25Q2 ’25: $675,524Q2 ’25Q3 ’25: $324,594Q3 ’25Q4 ’25: $462,794Q4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.9K$4M+1.00%
Q4 2025813$462,794+0.13%
Q3 2025679$324,594+0.10%
Q2 20251.7K$675,524+0.15%
Q1 2025758$249,305+0.10%
Q4 2024701$254,394+0.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Florida Financial Advisors, LLC’s full portfolio or all institutional holders of CAT.