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Livermore
Livermore
ZHEN

Edgestream Partners, L.P.

SEC CIK
0001535061
Latest filing
Aug 11, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Edgestream Partners, L.P., 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)
1,076
Value
$1.15M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CAT by Edgestream Partners, L.P., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,076$1.15M<0.1%−1,284−54.4%ReducedHolders
Q1 20262,360$1.67M0.1%−167−6.6%ReducedHolders
Q4 20252,527$1.45M<0.1%−5,919−70.1%ReducedHolders
Q3 20258,446$4.03M0.1%−3,284−28.0%ReducedHolders
Q2 202511,730$4.55M0.1%−6,866−36.9%ReducedHolders
Q1 202518,596$6.13M0.2%+15,864+580.7%AddedHolders
Q4 20242,732$991.1K<0.1%−1,484−35.2%ReducedHolders
Q3 20244,216$1.65M0.1%−2,204−34.3%ReducedHolders
Q2 20246,420$2.14M0.1%−15,492−70.7%ReducedHolders
Q1 202421,912$8.03M0.4%+20,253+1,220.8%AddedHolders
Q4 20231,659$490.5K<0.1%−439−20.9%ReducedHolders
Q3 20232,098$572.8K<0.1%−2,078−49.8%ReducedHolders
Q2 20234,176$1.03M0.1%−7,660−64.7%ReducedHolders
Q1 202311,836$2.71M0.3%+10,011+548.5%AddedHolders
Q4 20221,825$437.2K<0.1%−1,172−39.1%ReducedHolders
Q3 20222,997$492.0K<0.1%−218−6.8%ReducedHolders
Q2 20223,215$575.0K<0.1%−2,110−39.6%ReducedHolders
Q1 20225,325$1.19M0.1%+3,443+182.9%AddedHolders
Q4 20211,882$389.0K<0.1%−13,361−87.7%ReducedHolders
Q3 202115,243$2.93M0.2%+13,390+722.6%AddedHolders
Q2 20211,853$403.0K<0.1%−31,373−94.4%ReducedHolders
Q1 202133,226$7.70M0.4%––Holders

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