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Livermore
Livermore
ZHEN

Destination Wealth Management

SEC CIK
0001278573
Latest filing
Aug 14, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Destination Wealth Management, 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)
1,529
Value
$1.63M
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of CAT by Destination Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,529$1.63M<0.1%+203+15.3%AddedHolders
Q1 20261,326$939.2K<0.1%+149+12.7%AddedHolders
Q4 20251,177$674.5K<0.1%−77−6.1%ReducedHolders
Q3 20251,254$598.4K<0.1%−13−1.0%ReducedHolders
Q2 20251,267$491.7K<0.1%+73+6.1%AddedHolders
Q1 20251,194$393.8K<0.1%+453+61.1%AddedHolders
Q4 2024741$269.0K<0.1%−113−13.2%ReducedHolders
Q3 2024854$334.0K<0.1%+232+37.3%AddedHolders
Q2 2024622$207.3K<0.1%−41−6.2%ReducedHolders
Q1 2024663$243.0K<0.1%+663NewHolders
Q4 20230$00.0%−1,150−100.0%Sold outHolders
Q3 20231,150$313.9K<0.1%+107+10.3%AddedHolders
Q2 20231,043$256.5K<0.1%−324−23.7%ReducedHolders
Q1 20231,367$312.9K<0.1%+448+48.7%AddedHolders
Q4 2022919$220.2K<0.1%+919NewHolders
Q3 20220$00.0%−1,542−100.0%Sold outHolders
Q2 20221,542$276.0K<0.1%+275+21.7%AddedHolders
Q1 20221,267$282.0K<0.1%00.0%UnchangedHolders
Q4 20211,267$262.0K<0.1%+1,267NewHolders
Q3 20210$00.0%−975−100.0%Sold outHolders
Q2 2021975$212.0K<0.1%−313−24.3%ReducedHolders
Q1 20211,288$299.0K<0.1%––Holders

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