Private Advisor Group, LLC

SEC CIK: 0001567755
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Private Advisor Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 65,219
Value: $69.5M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of CAT by Private Advisor Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	65,219	$69.5M	0.3%	−19,296−22.8%	Reduced	Holders
Q1 2026	84,515	$59.9M	0.3%	+1,241+1.5%	Added	Holders
Q4 2025	83,274	$47.7M	0.2%	+2,987+3.7%	Added	Holders
Q3 2025	80,287	$38.3M	0.2%	+6,022+8.1%	Added	Holders
Q2 2025	74,265	$28.8M	0.2%	+8,912+13.6%	Added	Holders
Q1 2025	65,353	$21.6M	0.1%	−2,443−3.6%	Reduced	Holders
Q4 2024	67,796	$24.6M	0.1%	−185−0.3%	Reduced	Holders
Q3 2024	67,981	$26.6M	0.2%	−3,097−4.4%	Reduced	Holders
Q2 2024	71,078	$23.7M	0.2%	+3,408+5.0%	Added	Holders
Q1 2024	67,670	$24.8M	0.2%	−2,538−3.6%	Reduced	Holders
Q4 2023	70,208	$20.8M	0.2%	+16,078+29.7%	Added	Holders
Q3 2023	54,130	$14.8M	0.1%	−15,795−22.6%	Reduced	Holders
Q2 2023	69,925	$17.5M	0.2%	−3,722−5.1%	Reduced	Holders
Q1 2023	73,647	$16.9M	0.2%	−162−0.2%	Reduced	Holders
Q4 2022	73,809	$3.95M	0.2%	+966+1.3%	Added	Holders
Q3 2022	72,843	$12.0M	0.1%	−10,281−12.4%	Reduced	Holders
Q2 2022	83,124	$14.9M	0.1%	−7,273−8.0%	Reduced	Holders
Q1 2022	90,397	$20.1M	0.2%	+2,307+2.6%	Added	Holders
Q4 2021	88,090	$18.2M	0.1%	−26,863−23.4%	Reduced	Holders
Q3 2021	114,953	$22.1M	0.1%	+26,555+30.0%	Added	Holders
Q2 2021	88,398	$19.2M	0.2%	+8,020+10.0%	Added	Holders
Q1 2021	80,378	$18.6M	0.2%	–	–	Holders

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