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Livermore
Livermore
ZHEN

Cerity Partners LLC

SEC CIK
0001566475
Latest filing
Aug 14, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Cerity Partners 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 2026 holdings

Shares (Q2 2026)
279,238
Value
$297.3M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of CAT by Cerity Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026279,238$297.3M0.4%+3,824+1.4%AddedHolders
Q1 2026275,414$195.2M0.3%+4,488+1.7%AddedHolders
Q4 2025270,926$155.3M0.2%+12,972+5.0%AddedHolders
Q3 2025257,954$123.1M0.2%−2,375−0.9%ReducedHolders
Q2 2025260,329$101.1M0.2%−34,540−11.7%ReducedHolders
Q1 2025294,869$97.2M0.2%+64,654+28.1%AddedHolders
Q4 2024230,215$84.1M0.2%−3,659−1.6%ReducedHolders
Q3 2024233,874$91.5M0.2%+21,848+10.3%AddedHolders
Q2 2024212,026$70.6M0.2%−7,265−3.3%ReducedHolders
Q1 2024219,291$80.2M0.2%−288,031−56.8%ReducedHolders
Q4 2023507,322$49.5M0.2%+368,421+265.2%AddedHolders
Q3 2023138,901$37.9M0.2%−22,672−14.0%ReducedHolders
Q2 2023161,573$39.8M0.2%+14,435+9.8%AddedHolders
Q1 2023147,138––+10,266+7.5%AddedHolders
Q4 2022136,872$33.4M0.2%+102,001+292.5%AddedHolders
Q3 202234,871$5.72M0.1%−898−2.5%ReducedHolders
Q2 202235,769$6.39M0.1%+20,418+133.0%AddedHolders
Q1 202215,351$3.13M<0.1%+1,727+12.7%AddedHolders
Q4 202113,624$2.82M<0.1%+4,500+49.3%AddedHolders
Q3 20219,124$1.75M<0.1%+3,775+70.6%AddedHolders
Q2 20215,349$1.16M<0.1%−493−8.4%ReducedHolders
Q1 20215,842$1.35M<0.1%––Holders

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