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Private Client Services, LLC

SEC CIK
0001457005
Latest filing
Jul 6, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Private Client Services, 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)
665
Value
$707.9K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of CAT by Private Client Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026665$707.9K0.2%+188+39.4%AddedHolders
Q1 2026477$337.7K0.1%00.0%UnchangedHolders
Q4 2025477$273.0K0.1%+477NewHolders