Equitable Trust Co

SEC CIK: 0000033250
Latest filing: Jul 23, 2026

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CAT holding history

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

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 15,577
Value: $16.6M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of CAT by Equitable Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,577	$16.6M	0.7%	−279−1.8%	Reduced	Holders
Q1 2026	15,856	$11.2M	0.5%	−196−1.2%	Reduced	Holders
Q4 2025	16,052	$9.20M	0.4%	−561−3.4%	Reduced	Holders
Q3 2025	16,613	$7.93M	0.4%	+2,038+14.0%	Added	Holders
Q2 2025	14,575	$5.66M	0.3%	−267−1.8%	Reduced	Holders
Q1 2025	14,842	$4.89M	0.3%	−429−2.8%	Reduced	Holders
Q4 2024	15,271	$5.54M	0.3%	00.0%	Unchanged	Holders
Q3 2024	15,271	$5.97M	0.4%	+250+1.7%	Added	Holders
Q2 2024	15,021	$5.00M	0.3%	−554−3.6%	Reduced	Holders
Q1 2024	15,575	$5.71M	0.4%	+615+4.1%	Added	Holders
Q4 2023	14,960	$4.42M	0.3%	−222−1.5%	Reduced	Holders
Q3 2023	15,182	$4.14M	0.3%	−316−2.0%	Reduced	Holders
Q2 2023	15,498	$3.81M	0.3%	−965−5.9%	Reduced	Holders
Q1 2023	16,463	$3.77M	0.3%	00.0%	Unchanged	Holders
Q4 2022	16,463	$3.94M	0.3%	−2,855−14.8%	Reduced	Holders
Q3 2022	19,318	$3.17M	0.3%	−800−4.0%	Reduced	Holders
Q2 2022	20,118	$3.60M	0.3%	+94+0.5%	Added	Holders
Q1 2022	20,024	$4.46M	0.3%	+438+2.2%	Added	Holders
Q4 2021	19,586	$4.05M	0.3%	+1,674+9.3%	Added	Holders
Q3 2021	17,912	$3.44M	0.2%	−9,271−34.1%	Reduced	Holders
Q2 2021	27,183	$5.92M	0.4%	−517−1.9%	Reduced	Holders
Q1 2021	27,700	$6.42M	0.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.