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BCM Advisors, LLC

SEC CIK
0001373017
Latest filing
Jul 28, 2026

CAT holding history

Caterpillar Inc in every 13F filed by BCM Advisors, 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 Q2 2026 holdings

Shares (Q2 2026)
7,049
Value
$6.26M
% of portfolio
1.2%
Quarters held
22
Since Q1 2021
Holdings of CAT by BCM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,049$6.26M1.2%+10.0%AddedHolders
Q1 20267,048$6.17M1.2%+14+0.2%AddedHolders
Q4 20257,034$4.41M0.8%+10.0%AddedHolders
Q3 20257,033$3.69M0.7%+32+0.5%AddedHolders
Q2 20257,001$3.01M0.6%00.0%UnchangedHolders
Q1 20257,001$2.27M0.5%−42−0.6%ReducedHolders
Q4 20247,043$2.53M0.6%−13−0.2%ReducedHolders
Q3 20247,056$2.66M0.6%+56+0.8%AddedHolders
Q2 20247,000$2.32M0.6%−70−1.0%ReducedHolders
Q1 20247,070$2.57M0.7%+70+1.0%AddedHolders
Q4 20237,000$2.13M0.6%00.0%UnchangedHolders
Q3 20237,000$1.64M0.5%00.0%UnchangedHolders
Q2 20237,000$1.79M0.5%00.0%UnchangedHolders
Q1 20237,000$1.52M0.4%00.0%UnchangedHolders
Q4 20227,000$1.77M0.5%00.0%UnchangedHolders
Q3 20227,000$1.53M0.5%00.0%UnchangedHolders
Q2 20227,000$1.27M0.4%00.0%UnchangedHolders
Q1 20227,000$1.52M0.4%00.0%UnchangedHolders
Q4 20217,000$1.41M0.4%00.0%UnchangedHolders
Q3 20217,000$1.39M0.4%00.0%UnchangedHolders
Q2 20217,000$1.42M0.4%00.0%UnchangedHolders
Q1 20217,000$1.61M0.5%––Holders

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