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Livermore
Livermore
ZHEN

Lowe Wealth Advisors, LLC

SEC CIK
0001574010
Latest filing
Oct 16, 2025

CAT holding history

Caterpillar Inc in every 13F filed by Lowe Wealth Advisors, 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 Q3 2025 holdings

Shares (Q3 2025)
76
Value
$36.3K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of CAT by Lowe Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202576$36.3K<0.1%00.0%UnchangedHolders
Q2 202576$29.5K<0.1%00.0%UnchangedHolders
Q1 202576$25.1K<0.1%−16−17.4%ReducedHolders
Q4 202492$33.4K<0.1%+16+21.1%AddedHolders
Q3 202476$29.7K<0.1%00.0%UnchangedHolders
Q2 202476$25.3K<0.1%00.0%UnchangedHolders
Q1 202476$27.8K<0.1%00.0%UnchangedHolders
Q4 202376$22.5K<0.1%00.0%UnchangedHolders
Q3 202376$20.7K<0.1%00.0%UnchangedHolders
Q2 202376$18.7K<0.1%00.0%UnchangedHolders
Q1 202376$17.4K<0.1%00.0%UnchangedHolders
Q4 202276$18.2K<0.1%00.0%UnchangedHolders
Q3 202276$12.0K<0.1%00.0%UnchangedHolders
Q2 202276$14.0K<0.1%00.0%UnchangedHolders
Q1 202276$17.0K<0.1%00.0%UnchangedHolders
Q4 202176$16.0K<0.1%00.0%UnchangedHolders
Q3 202176$15.0K<0.1%00.0%UnchangedHolders
Q2 202176$17.0K<0.1%00.0%UnchangedHolders
Q1 202176$18.0K<0.1%––Holders

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