Perigon Wealth Management, LLC

SEC CIK: 0001575239
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Perigon Wealth Management, 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): 10,528
Value: $11.2M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of CAT by Perigon Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,528	$11.2M	0.2%	+210+2.0%	Added	Holders
Q1 2026	10,318	$7.31M	0.1%	−699−6.3%	Reduced	Holders
Q4 2025	11,017	$6.31M	0.1%	+396+3.7%	Added	Holders
Q3 2025	10,621	$5.07M	0.1%	−6,014−36.2%	Reduced	Holders
Q2 2025	16,635	$6.46M	0.2%	+916+5.8%	Added	Holders
Q1 2025	15,719	$5.18M	0.1%	−4,821−23.5%	Reduced	Holders
Q4 2024	20,540	$7.82M	0.2%	−2,119−9.4%	Reduced	Holders
Q3 2024	22,659	$8.86M	0.2%	−52−0.2%	Reduced	Holders
Q2 2024	22,711	$7.56M	0.2%	−1,068−4.5%	Reduced	Holders
Q1 2024	23,779	$8.71M	0.3%	+605+2.6%	Added	Holders
Q4 2023	23,174	$6.85M	0.2%	−284−1.2%	Reduced	Holders
Q3 2023	23,458	$6.40M	0.3%	−262−1.1%	Reduced	Holders
Q2 2023	23,720	$5.84M	0.2%	+19,319+439.0%	Added	Holders
Q1 2023	4,401	$1.01M	0.1%	+222+5.3%	Added	Holders
Q4 2022	4,179	$1.00M	0.1%	+1,248+42.6%	Added	Holders
Q3 2022	2,931	$481.0K	<0.1%	−212−6.7%	Reduced	Holders
Q2 2022	3,143	$562.0K	<0.1%	+366+13.2%	Added	Holders
Q1 2022	2,777	$619.0K	<0.1%	−310−10.0%	Reduced	Holders
Q4 2021	3,087	$638.0K	<0.1%	+205+7.1%	Added	Holders
Q3 2021	2,882	$553.0K	<0.1%	+19+0.7%	Added	Holders
Q2 2021	2,863	$623.0K	0.1%	+474+19.8%	Added	Holders
Q1 2021	2,389	$554.0K	0.1%	–	–	Holders

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