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Private Asset Management Inc

SEC CIK
0001026200
Latest filing
Oct 20, 2023

CAT holding history

Caterpillar Inc in every 13F filed by Private Asset Management 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 Q3 2023 holdings

Shares (Q3 2023)
3,689
Value
$1.01M
% of portfolio
0.2%
Quarters held
11
Since Q1 2021
Holdings of CAT by Private Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20233,689$1.01M0.2%−948−20.4%ReducedHolders
Q2 20234,637$1.14M0.2%−817−15.0%ReducedHolders
Q1 20235,454$1.25M0.2%−420−7.2%ReducedHolders
Q4 20225,874$1.41M0.2%−521−8.1%ReducedHolders
Q3 20226,395$1.05M0.2%+380+6.3%AddedHolders
Q2 20226,015$1.07M0.2%+103+1.7%AddedHolders
Q1 20225,912$1.32M0.2%−710−10.7%ReducedHolders
Q4 20216,622$1.37M0.2%+92+1.4%AddedHolders
Q3 20216,530$1.25M0.2%+1,230+23.2%AddedHolders
Q2 20215,300$1.15M0.2%−200−3.6%ReducedHolders
Q1 20215,500$1.27M0.2%––Holders

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