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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Creative Planning, 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)
379,703
Value
$404.3M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CAT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026379,703$404.3M0.2%+13,934+3.8%AddedHolders
Q1 2026365,769$259.1M0.2%+9,750+2.7%AddedHolders
Q4 2025356,019$204.0M0.1%+12,102+3.5%AddedHolders
Q3 2025343,917$164.1M0.1%+67,967+24.6%AddedHolders
Q2 2025275,950$107.1M0.1%+13,485+5.1%AddedHolders
Q1 2025262,465$86.6M0.1%+20,807+8.6%AddedHolders
Q4 2024241,658$87.7M0.1%+13,743+6.0%AddedHolders
Q3 2024227,915$89.1M0.1%+3,772+1.7%AddedHolders
Q2 2024224,143$74.7M0.1%+20,535+10.1%AddedHolders
Q1 2024203,608$74.6M0.1%+22,995+12.7%AddedHolders
Q4 2023180,613$53.4M0.1%+13,482+8.1%AddedHolders
Q3 2023167,131$45.6M0.1%+4,988+3.1%AddedHolders
Q2 2023162,143$39.9M0.1%+4,981+3.2%AddedHolders
Q1 2023157,162$36.0M0.1%−4,973−3.1%ReducedHolders
Q4 2022162,135$38.8M0.1%+12,248+8.2%AddedHolders
Q3 2022149,887$24.6M<0.1%+1,686+1.1%AddedHolders
Q2 2022148,201$26.5M<0.1%+4,488+3.1%AddedHolders
Q1 2022143,713$32.0M<0.1%+10,108+7.6%AddedHolders
Q4 2021133,605$27.6M<0.1%−2,318−1.7%ReducedHolders
Q3 2021135,923$26.1M<0.1%+9,400+7.4%AddedHolders
Q2 2021126,523$27.5M<0.1%−30,253−19.3%ReducedHolders
Q1 2021156,776$36.4M0.1%––Holders

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