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Veritable, L.P.

SEC CIK
0001300311
Latest filing
Nov 14, 2023

CAT holding history

Caterpillar Inc in every 13F filed by Veritable, L.P., 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)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of CAT by Veritable, L.P., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−25,354−100.0%Sold outHolders
Q2 202325,354$6.24M0.1%−373−1.4%ReducedHolders
Q1 202325,727$5.89M0.1%−188−0.7%ReducedHolders
Q4 202225,915$6.21M0.1%+3,872+17.6%AddedHolders
Q3 202222,043$3.62M0.1%−781−3.4%ReducedHolders
Q2 202222,824$4.08M0.1%−59−0.3%ReducedHolders
Q1 202222,883$5.10M0.1%+602+2.7%AddedHolders
Q4 202122,281$4.61M0.1%+566+2.6%AddedHolders
Q3 202121,715$4.17M0.1%−74−0.3%ReducedHolders
Q2 202121,789$4.74M0.1%+316+1.5%AddedHolders
Q1 202121,473$4.98M0.1%––Holders

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