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Hoylecohen, LLC

SEC CIK
0001559077
Latest filing
Jul 19, 2024

CAT holding history

Caterpillar Inc in every 13F filed by Hoylecohen, 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 2024 holdings

Shares (Q2 2024)
9,544
Value
$3.18M
% of portfolio
0.2%
Quarters held
14
Since Q1 2021
Holdings of CAT by Hoylecohen, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20249,544$3.18M0.2%−80−0.8%ReducedHolders
Q1 20249,624$3.53M0.3%−209−2.1%ReducedHolders
Q4 20239,833$2.91M0.2%+155+1.6%AddedHolders
Q3 20239,678$2.64M0.2%−105−1.1%ReducedHolders
Q2 20239,783$2.41M0.2%−154−1.5%ReducedHolders
Q1 20239,937$2.27M0.2%+14+0.1%AddedHolders
Q4 20229,923$2.38M0.2%−97−1.0%ReducedHolders
Q3 202210,020$1.64M0.2%+30.0%AddedHolders
Q2 202210,017$1.79M0.2%+45+0.5%AddedHolders
Q1 20229,972$2.22M0.2%−173−1.7%ReducedHolders
Q4 202110,145$2.10M0.2%+3,112+44.2%AddedHolders
Q3 20217,033$1.35M0.1%+450+6.8%AddedHolders
Q2 20216,583$1.43M0.1%+106+1.6%AddedHolders
Q1 20216,477$1.50M0.2%––Holders

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