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Livermore
Livermore
ZHEN

Benedict Financial Advisors Inc

SEC CIK
0000711089
Latest filing
Jul 16, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Benedict Financial Advisors Inc, 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)
4,826
Value
$5.14M
% of portfolio
1.0%
Quarters held
22
Since Q1 2021
Holdings of CAT by Benedict Financial Advisors Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,826$5.14M1.0%−103−2.1%ReducedHolders
Q1 20264,929$3.49M0.7%−20.0%ReducedHolders
Q4 20254,931$2.83M0.6%−86−1.7%ReducedHolders
Q3 20255,017$2.39M0.5%−154−3.0%ReducedHolders
Q2 20255,171$2.01M0.5%+81+1.6%AddedHolders
Q1 20255,090$1.68M0.4%−103−2.0%ReducedHolders
Q4 20245,193$1.88M0.5%−28−0.5%ReducedHolders
Q3 20245,221$2.04M0.5%−601−10.3%ReducedHolders
Q2 20245,822$1.94M0.5%−12−0.2%ReducedHolders
Q1 20245,834$2.14M0.5%−3−0.1%ReducedHolders
Q4 20235,837$1.73M0.5%−196−3.2%ReducedHolders
Q3 20236,033$1.65M0.5%+20+0.3%AddedHolders
Q2 20236,013$1.48M0.4%+201+3.5%AddedHolders
Q1 20235,812$1.33M0.4%+4,524+351.2%AddedHolders
Q4 20221,288$308.7K0.1%+2+0.2%AddedHolders
Q3 20221,286$211.0K0.1%−414−24.4%ReducedHolders
Q2 20221,700$304.0K0.1%−84−4.7%ReducedHolders
Q1 20221,784$397.0K0.1%−56−3.0%ReducedHolders
Q4 20211,840$380.0K0.1%+215+13.2%AddedHolders
Q3 20211,625$312.0K0.1%+414+34.2%AddedHolders
Q2 20211,211$264.0K0.1%−87−6.7%ReducedHolders
Q1 20211,298$301.0K0.1%––Holders

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