Skip to main content

CIBC Private Wealth Group, LLC

SEC CIK
0001298088
Latest filing
Feb 12, 2026

CAT holding history

Caterpillar Inc in every 13F filed by CIBC Private Wealth Group, 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 Q4 2025 holdings

Shares (Q4 2025)
43,404
Value
$24.9M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of CAT by CIBC Private Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202543,404$24.9M<0.1%+1,099+2.6%AddedHolders
Q3 202542,305$20.2M<0.1%+1,279+3.1%AddedHolders
Q2 202541,026$15.9M<0.1%+27+0.1%AddedHolders
Q1 202540,999$11.2M<0.1%−280−0.7%ReducedHolders
Q4 202441,279$14.9M<0.1%−1,148−2.7%ReducedHolders
Q3 202442,427$16.6M<0.1%−320−0.7%ReducedHolders
Q2 202442,747$14.1M<0.1%+800+1.9%AddedHolders
Q1 202441,947$15.3M<0.1%−3,130−6.9%ReducedHolders
Q4 202345,077$13.3M<0.1%+1,521+3.5%AddedHolders
Q3 202343,556$11.9M<0.1%−2,439−5.3%ReducedHolders
Q2 202345,995$11.3M<0.1%−1,042−2.2%ReducedHolders
Q1 202347,037$10.8M<0.1%+90+0.2%AddedHolders
Q4 202246,947$6.08M<0.1%+489+1.1%AddedHolders
Q3 202246,458$7.62M<0.1%−676−1.4%ReducedHolders
Q2 202247,134$8.43M<0.1%+2,242+5.0%AddedHolders
Q1 202244,892$10.0M<0.1%+1,617+3.7%AddedHolders
Q4 202143,275$8.95M<0.1%−4,271−9.0%ReducedHolders
Q3 202147,546$9.13M<0.1%−510,850−91.5%ReducedHolders
Q2 2021558,396$121.5M0.3%+79,694+16.6%AddedHolders
Q1 2021478,702$111.0M0.3%––Holders

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