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Livermore
Livermore
ZHEN

Commonwealth Equity Services, LLC

SEC CIK
0000312272
Latest filing
Jul 29, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Commonwealth Equity Services, 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)
309,841
Value
$330.0M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of CAT by Commonwealth Equity Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026309,841$330.0M0.4%−19,996−6.1%ReducedHolders
Q1 2026329,837$233.7M0.3%−25,659−7.2%ReducedHolders
Q4 2025355,496$203.7M0.3%−27,760−7.2%ReducedHolders
Q3 2025383,256$182.9M0.2%−22,404−5.5%ReducedHolders
Q2 2025405,660$157.5M0.2%−33,300−7.6%ReducedHolders
Q1 2025438,960$144.8M0.2%+4,186+1.0%AddedHolders
Q4 2024434,774$157.7M0.2%−799−0.2%ReducedHolders
Q3 2024435,573$170.4M0.3%−5,333−1.2%ReducedHolders
Q2 2024440,906$146.9M0.2%−2,007−0.5%ReducedHolders
Q1 2024442,913$162.3M0.3%+5,211+1.2%AddedHolders
Q4 2023437,702$129.4M0.2%−6,369−1.4%ReducedHolders
Q3 2023444,071$121.2M0.3%+3,838+0.9%AddedHolders
Q2 2023440,233$108.3M0.2%+8,713+2.0%AddedHolders
Q1 2023431,520$98.7M0.2%+1,184+0.3%AddedHolders
Q4 2022430,336$103.1M0.2%+2,672+0.6%AddedHolders
Q3 2022427,664$70.2M0.2%+2,301+0.5%AddedHolders
Q2 2022425,363$76.0M0.2%−5,955−1.4%ReducedHolders
Q1 2022431,318$96.1M0.2%+7,535+1.8%AddedHolders
Q4 2021423,783$87.6M0.2%+15,160+3.7%AddedHolders
Q3 2021408,623$78.4M0.2%+18,137+4.6%AddedHolders
Q2 2021390,486$85.0M0.2%+11,774+3.1%AddedHolders
Q1 2021378,712$87.8M0.2%––Holders

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