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Livermore
Livermore
ZHEN

LPL Financial LLC

SEC CIK
0001403438
Latest filing
Aug 7, 2026

CAT holding history

Caterpillar Inc in every 13F filed by LPL Financial 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)
1,182,150
Value
$1.26B
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of CAT by LPL Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,182,150$1.26B0.3%+82,882+7.5%AddedHolders
Q1 20261,099,268$778.8M0.2%+76,048+7.4%AddedHolders
Q4 20251,023,220$586.2M0.2%+40,011+4.1%AddedHolders
Q3 2025983,209$469.1M0.1%−3,212−0.3%ReducedHolders
Q2 2025986,421$382.9M0.1%+46,049+4.9%AddedHolders
Q1 2025940,372$310.1M0.1%+30,450+3.3%AddedHolders
Q4 2024909,922$330.1M0.1%+30,284+3.4%AddedHolders
Q3 2024879,638$344.0M0.2%+43,594+5.2%AddedHolders
Q2 2024836,044$278.5M0.1%+59,824+7.7%AddedHolders
Q1 2024776,220$284.4M0.2%−9,526−1.2%ReducedHolders
Q4 2023785,746$232.3M0.1%+25,380+3.3%AddedHolders
Q3 2023760,366$207.6M0.1%+36,984+5.1%AddedHolders
Q2 2023723,382$178.0M0.1%+36,443+5.3%AddedHolders
Q1 2023686,939$157.2M0.1%+21,694+3.3%AddedHolders
Q4 2022665,245$159.4M0.1%−35,591−5.1%ReducedHolders
Q3 2022700,836$115.0M0.1%+64,206+10.1%AddedHolders
Q2 2022636,630$113.8M0.1%+2,353+0.4%AddedHolders
Q1 2022634,277$141.3M0.1%+3,051+0.5%AddedHolders
Q4 2021631,226$130.5M0.1%+47,174+8.1%AddedHolders
Q3 2021584,052$112.1M0.1%−9,871−1.7%ReducedHolders
Q2 2021593,923$129.3M0.1%+31,212+5.5%AddedHolders
Q1 2021562,711$130.5M0.2%––Holders

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