Truepoint, Inc.

SEC CIK: 0001427748
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Truepoint, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2023

Holdings of CAT by Truepoint, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−7,420−100.0%	Sold out	Holders
Q4 2023	7,420	$2.19M	0.1%	−632−7.8%	Reduced	Holders
Q3 2023	8,052	$2.20M	0.1%	+8,052	New	Holders