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Livermore
Livermore
ZHEN

CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

CAT holding history

Caterpillar Inc in every 13F filed by CWM, 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)
130,235
Value
$92.3M
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of CAT by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026130,235$92.3M0.2%+12,879+11.0%AddedHolders
Q4 2025117,356$67.2M0.2%+16,168+16.0%AddedHolders
Q3 2025101,188$48.3M0.1%+10,555+11.6%AddedHolders
Q2 202590,633$35.2M0.1%−63−0.1%ReducedHolders
Q1 202590,696$29.9M0.1%+6,622+7.9%AddedHolders
Q4 202484,074$30.5M0.1%+6,263+8.0%AddedHolders
Q3 202477,811$30.4M0.1%+8,212+11.8%AddedHolders
Q2 202469,599$23.2M0.1%+14,937+27.3%AddedHolders
Q1 202454,662$20.0M0.1%+6,374+13.2%AddedHolders
Q4 202348,288$14.3M0.1%+12,324+34.3%AddedHolders
Q3 202335,964$9.82M0.1%+15,673+77.2%AddedHolders
Q2 202320,291$4.99M<0.1%+254+1.3%AddedHolders
Q1 202320,037$4.58M<0.1%+1,761+9.6%AddedHolders
Q4 202218,276$4.38M<0.1%+3,618+24.7%AddedHolders
Q3 202214,658$2.40M<0.1%−1,909−11.5%ReducedHolders
Q2 202216,567$2.96M<0.1%+1,430+9.4%AddedHolders
Q1 202215,137$3.37M<0.1%+445+3.0%AddedHolders
Q4 202114,692$3.04M<0.1%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202111,228$2.44M<0.1%00.0%UnchangedHolders
Q1 202111,228$2.44M<0.1%––Holders

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