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Livermore
Livermore
ZHEN

Rational Advisors LLC

SEC CIK
0001143565
Latest filing
Jul 24, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Rational Advisors 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 Q2 2026 holdings

Shares (Q2 2026)
908
Value
$966.9K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of CAT by Rational Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026908$966.9K0.1%−884−49.3%ReducedHolders
Q1 20261,792$1.27M0.1%−89−4.7%ReducedHolders
Q4 20251,881$1.08M0.1%+759+67.6%AddedHolders
Q3 20251,122$535.4K0.1%−1,111−49.8%ReducedHolders
Q2 20252,233$866.9K0.1%−324−12.7%ReducedHolders
Q1 20252,557$843.3K0.1%+882+52.7%AddedHolders
Q4 20241,675$607.6K0.1%+1,545+1,188.5%AddedHolders
Q3 2024130$50.8K<0.1%−18−12.2%ReducedHolders
Q2 2024148$49.3K<0.1%−7−4.5%ReducedHolders
Q1 2024155$56.8K<0.1%00.0%UnchangedHolders
Q4 2023155$45.8K<0.1%00.0%UnchangedHolders
Q3 2023155$42.3K<0.1%+155NewHolders
Q1 20230$00.0%−3,963−100.0%Sold outHolders
Q4 20223,963$949.4K0.1%−1,800−31.2%ReducedHolders
Q3 20225,763$946.0K0.1%+388+7.2%AddedHolders
Q2 20225,375$961.0K0.1%−994−15.6%ReducedHolders
Q1 20226,369$1.42M0.1%−2,483−28.1%ReducedHolders
Q4 20218,852$1.83M0.1%+1,850+26.4%AddedHolders
Q3 20217,002$1.34M0.1%−343−4.7%ReducedHolders
Q2 20217,345$1.60M0.2%+782+11.9%AddedHolders
Q1 20216,563$1.52M0.3%––Holders

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