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Livermore
Livermore
ZHEN

HM Payson & Co

SEC CIK
0000928052
Latest filing
Jul 17, 2026

CAT holding history

Caterpillar Inc in every 13F filed by HM Payson & Co, 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)
56,006
Value
$59.6M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of CAT by HM Payson & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656,006$59.6M0.8%−53,259−48.7%ReducedHolders
Q1 2026109,265$77.4M1.1%−15,180−12.2%ReducedHolders
Q4 2025124,445$71.3M1.0%−648−0.5%ReducedHolders
Q3 2025125,093$59.7M0.9%−12,933−9.4%ReducedHolders
Q2 2025138,026$53.6M0.8%−17,845−11.4%ReducedHolders
Q1 2025155,871$51.4M0.9%+26,430+20.4%AddedHolders
Q4 2024129,441$47.0M0.8%−1,268−1.0%ReducedHolders
Q3 2024130,709$51.1M0.9%+76,260+140.1%AddedHolders
Q2 202454,449$18.1M0.3%+49,064+911.1%AddedHolders
Q1 20245,385$1.97M<0.1%+20.0%AddedHolders
Q4 20235,383$1.59M<0.1%−9−0.2%ReducedHolders
Q3 20235,392$1.47M<0.1%+109+2.1%AddedHolders
Q2 20235,283$1.30M<0.1%+107+2.1%AddedHolders
Q1 20235,176$1.18M<0.1%−10.0%ReducedHolders
Q4 20225,177$1.24M<0.1%+5+0.1%AddedHolders
Q3 20225,172$849.0K<0.1%−83−1.6%ReducedHolders
Q2 20225,255$939.0K<0.1%−47−0.9%ReducedHolders
Q1 20225,302$1.18M<0.1%−88−1.6%ReducedHolders
Q4 20215,390$1.11M<0.1%−171−3.1%ReducedHolders
Q3 20215,561$1.07M<0.1%−70−1.2%ReducedHolders
Q2 20215,631$1.23M<0.1%+620+12.4%AddedHolders
Q1 20215,011$1.16M<0.1%––Holders

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