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Cheviot Value Management, LLC

SEC CIK
0001427147
Latest filing
Aug 6, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Cheviot Value Management, 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)
583
Value
$620.8K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of CAT by Cheviot Value Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026583$620.8K0.1%−10−1.7%ReducedHolders
Q1 2026593$420.1K<0.1%00.0%UnchangedHolders
Q4 2025593$381.5K<0.1%−10−1.7%ReducedHolders
Q3 2025603$316.3K<0.1%00.0%UnchangedHolders
Q2 2025603$251.2K<0.1%−35−5.5%ReducedHolders
Q1 2025638$206.1K<0.1%−95−13.0%ReducedHolders
Q4 2024733$265.9K0.1%−55−7.0%ReducedHolders
Q3 2024788$308.2K0.1%−5−0.6%ReducedHolders
Q2 2024793$264.1K0.1%00.0%UnchangedHolders
Q1 2024793$290.6K0.1%−150−15.9%ReducedHolders
Q4 2023943$278.8K0.1%−75−7.4%ReducedHolders
Q3 20231,018$277.9K0.1%−85−7.7%ReducedHolders
Q2 20231,103$271.4K0.1%00.0%UnchangedHolders
Q1 20231,103$252.4K0.1%−5−0.5%ReducedHolders
Q4 20221,108$265.4K0.1%+1,108NewHolders
Q3 20220$00.0%−1,128−100.0%Sold outHolders
Q2 20221,128$202.0K0.1%−5−0.4%ReducedHolders
Q1 20221,133$252.0K0.1%00.0%UnchangedHolders
Q4 20211,133$234.0K0.1%00.0%UnchangedHolders
Q3 20211,133$218.0K0.1%00.0%UnchangedHolders
Q2 20211,133$247.0K0.1%00.0%UnchangedHolders
Q1 20211,133$263.0K0.1%––Holders

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