Skip to main content

Dowling & Yahnke LLC

SEC CIK
0001133197
Latest filing
Nov 3, 2022

CAT holding history

Caterpillar Inc in every 13F filed by Dowling & Yahnke LLC, 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 2022 holdings

Shares (Q3 2022)
38,721
Value
$6.35M
% of portfolio
0.3%
Quarters held
7
Since Q1 2021
Holdings of CAT by Dowling & Yahnke LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202238,721$6.35M0.3%−80.0%ReducedHolders
Q2 202238,729$6.92M0.3%+269+0.7%AddedHolders
Q1 202238,460$8.57M0.4%−1,696−4.2%ReducedHolders
Q4 202140,156$8.30M0.4%−171−0.4%ReducedHolders
Q3 202140,327$7.74M0.4%−365−0.9%ReducedHolders
Q2 202140,692$8.86M0.5%−120.0%ReducedHolders
Q1 202140,704$9.44M0.6%––Holders

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