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Doliver Advisors, LP

SEC CIK
0000938077
Latest filing
Jul 9, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Doliver Advisors, LP, 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)
1,818
Value
$1.94M
% of portfolio
0.4%
Quarters held
17
Since Q1 2022
Holdings of CAT by Doliver Advisors, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,818$1.94M0.4%−163−8.2%ReducedHolders
Q1 20261,981$1.40M0.3%−54−2.7%ReducedHolders
Q4 20252,035$1.17M0.3%−117−5.4%ReducedHolders
Q3 20252,152$1.03M0.3%−44−2.0%ReducedHolders
Q2 20252,196$852.5K0.2%+182+9.0%AddedHolders
Q1 20252,014$664.2K0.2%+496+32.7%AddedHolders
Q4 20241,518$550.7K0.2%00.0%UnchangedHolders
Q3 20241,518$593.7K0.2%+33+2.2%AddedHolders
Q2 20241,485$494.7K0.1%−28−1.9%ReducedHolders
Q1 20241,513$554.4K0.2%−7−0.5%ReducedHolders
Q4 20231,520$449.4K0.1%−116−7.1%ReducedHolders
Q3 20231,636$446.6K0.1%−159−8.9%ReducedHolders
Q2 20231,795$441.7K0.1%+282+18.6%AddedHolders
Q1 20231,513$346.2K0.1%−30−1.9%ReducedHolders
Q4 20221,543$369.6K0.1%−10−0.6%ReducedHolders
Q3 20221,553$255.0K0.1%+1,553NewHolders
Q2 20220$00.0%−1,181−100.0%Sold outHolders
Q1 20221,181$263.0K0.1%+1,181NewHolders