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Livermore
Livermore
ZHEN

Richard Bernstein Advisors LLC

SEC CIK
0001528214
Latest filing
Apr 22, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Richard Bernstein 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 Q1 2026 holdings

Shares (Q1 2026)
2,643
Value
$1.87M
% of portfolio
0.1%
Quarters held
18
Since Q4 2021
Holdings of CAT by Richard Bernstein Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20262,643$1.87M0.1%00.0%UnchangedHolders
Q4 20252,643$1.51M<0.1%−2,840−51.8%ReducedHolders
Q3 20255,483$2.62M0.1%−7,885−59.0%ReducedHolders
Q2 202513,368$5.19M0.1%−1,116−7.7%ReducedHolders
Q1 202514,484$4.78M0.1%−588−3.9%ReducedHolders
Q4 202415,072$5.47M0.1%00.0%UnchangedHolders
Q3 202415,072$5.89M0.1%00.0%UnchangedHolders
Q2 202415,072$5.02M0.1%+20.0%AddedHolders
Q1 202415,070$5.52M0.1%00.0%UnchangedHolders
Q4 202315,070$4.46M0.1%+9+0.1%AddedHolders
Q3 202315,061$4.11M0.1%+1,767+13.3%AddedHolders
Q2 202313,294$3.27M0.1%00.0%UnchangedHolders
Q1 202313,294$3.04M0.1%00.0%UnchangedHolders
Q4 202213,294$3.18M0.1%00.0%UnchangedHolders
Q3 202213,294$2.18M0.1%00.0%UnchangedHolders
Q2 202213,294$2.38M0.1%00.0%UnchangedHolders
Q1 202213,294$2.96M0.1%00.0%UnchangedHolders
Q4 202113,294$2.75M0.1%+13,294NewHolders