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Advisors Management Group Inc

SEC CIK
0000842766
Latest filing
Aug 4, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Advisors Management Group 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)
3,705
Value
$3.94M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of CAT by Advisors Management Group Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,705$3.94M0.7%−208−5.3%ReducedHolders
Q1 20263,913$2.77M0.5%−458−10.5%ReducedHolders
Q4 20254,371$2.50M0.5%−1,009−18.8%ReducedHolders
Q3 20255,380$2.57M0.5%−69−1.3%ReducedHolders
Q2 20255,449$2.12M0.4%−13−0.2%ReducedHolders
Q1 20255,462$1.80M0.4%−71−1.3%ReducedHolders
Q4 20245,533$2.01M0.5%−59−1.1%ReducedHolders
Q3 20245,592$2.19M0.5%−76−1.3%ReducedHolders
Q2 20245,668$1.89M0.5%+120+2.2%AddedHolders
Q1 20245,548$2.03M0.5%−66−1.2%ReducedHolders
Q4 20235,614$1.66M0.5%+442+8.5%AddedHolders
Q3 20235,172$1.41M0.4%−46−0.9%ReducedHolders
Q2 20235,218$1.28M0.4%+2,857+121.0%AddedHolders
Q1 20232,361$540.0K0.2%00.0%UnchangedHolders
Q4 20222,361$566.0K0.2%00.0%UnchangedHolders
Q3 20222,361$387.0K0.2%+23+1.0%AddedHolders
Q2 20222,338$418.0K0.1%+63+2.8%AddedHolders
Q1 20222,275$507.0K0.2%+120+5.6%AddedHolders
Q4 20212,155$446.0K0.1%00.0%UnchangedHolders
Q3 20212,155$414.0K0.1%+4+0.2%AddedHolders
Q2 20212,151$468.0K0.1%−5−0.2%ReducedHolders
Q1 20212,156$500.0K0.2%––Holders

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