Janney Montgomery Scott LLC

SEC CIK: 0001329948
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Janney Montgomery Scott LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 284,923
Value: $303.4M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of CAT by Janney Montgomery Scott LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	284,923	$303.4M	0.6%	−4,478−1.5%	Reduced	Holders
Q1 2026	289,401	$205.0M	0.5%	+42,850+17.4%	Added	Holders
Q4 2025	246,551	$141.2M	0.3%	+3,954+1.6%	Added	Holders
Q3 2025	242,597	$115.8M	0.3%	−2,779−1.1%	Reduced	Holders
Q2 2025	245,376	$95.3M	0.2%	−10,199−4.0%	Reduced	Holders
Q1 2025	255,575	$84.3M	0.2%	+2,038+0.8%	Added	Holders
Q4 2024	253,537	$92.0M	0.3%	−7,227−2.8%	Reduced	Holders
Q3 2024	260,764	$102.0M	0.3%	+3,604+1.4%	Added	Holders
Q2 2024	257,160	$85.7M	0.3%	−1,510−0.6%	Reduced	Holders
Q1 2024	258,670	$94.8M	0.3%	−24,337−8.6%	Reduced	Holders
Q4 2023	283,007	$83.7M	0.3%	+3,031+1.1%	Added	Holders
Q3 2023	279,976	$76.4M	0.3%	+1,268+0.5%	Added	Holders
Q2 2023	278,708	$68.6M	0.2%	+3,083+1.1%	Added	Holders
Q1 2023	275,625	$63.1M	0.3%	−2,239−0.8%	Reduced	Holders
Q4 2022	277,864	$66.6M	0.3%	+9,607+3.6%	Added	Holders
Q3 2022	268,257	$44.0M	0.2%	+2,559+1.0%	Added	Holders
Q2 2022	265,698	$49.4M	0.2%	−4,561−1.7%	Reduced	Holders
Q1 2022	270,259	$60.2M	0.3%	−748−0.3%	Reduced	Holders
Q4 2021	271,007	$56.0M	0.2%	+18,717+7.4%	Added	Holders
Q3 2021	252,290	$48.4M	0.2%	+6,673+2.7%	Added	Holders
Q2 2021	245,617	$53.5M	0.2%	−3,698−1.5%	Reduced	Holders
Q1 2021	249,315	$57.8M	0.3%	–	–	Holders

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