WestEnd Advisors, LLC

SEC CIK: 0001351731
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by WestEnd Advisors, 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 (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 4; Since Q1 2021

Holdings of CAT by WestEnd Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−116−100.0%	Sold out	Holders
Q4 2021	116	$24.0K	<0.1%	–	–	Holders
Q3 2021	–	$28.0K	<0.1%	–	–	Holders
Q2 2021	–	$55.1K	<0.1%	–	–	Holders
Q1 2021	204,895	$47.5M	1.9%	–	–	Holders

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