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Spears Abacus Advisors LLC

SEC CIK
0001426319
Latest filing
Aug 11, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Spears Abacus 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)
18,543
Value
$19.7M
% of portfolio
0.4%
Quarters held
10
Since Q1 2024
Holdings of CAT by Spears Abacus Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,543$19.7M0.4%−342−1.8%ReducedHolders
Q1 202618,885$13.4M0.3%+28+0.1%AddedHolders
Q4 202518,857$10.8M0.2%+40.0%AddedHolders
Q3 202518,853$9.00M0.2%−87−0.5%ReducedHolders
Q2 202518,940$7.35M0.1%−69−0.4%ReducedHolders
Q1 202519,009$6.27M0.1%−216−1.1%ReducedHolders
Q4 202419,225$6.97M0.1%+109+0.6%AddedHolders
Q3 202419,116$7.48M0.1%+465+2.5%AddedHolders
Q2 202418,651$6.21M0.1%−4,839−20.6%ReducedHolders
Q1 202423,490$8.61M0.2%+23,490NewHolders