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Apriem Advisors

SEC CIK
0001425165
Latest filing
Aug 14, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Apriem Advisors, 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)
307
Value
$326.9K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of CAT by Apriem Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026307$326.9K<0.1%00.0%UnchangedHolders
Q1 2026307$217.5K<0.1%+307NewHolders