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Livermore
Livermore
ZHEN

Focused Wealth Management, Inc

SEC CIK
0001586052
Latest filing
Aug 6, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Focused Wealth Management, Inc, 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)
6,432
Value
$6.85M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of CAT by Focused Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,432$6.85M0.6%−1,086−14.4%ReducedHolders
Q1 20267,518$5.33M0.6%−783−9.4%ReducedHolders
Q4 20258,301$4.76M0.5%−40.0%ReducedHolders
Q3 20258,305$3.96M0.4%+172+2.1%AddedHolders
Q2 20258,133$3.16M0.4%+171+2.1%AddedHolders
Q1 20257,962$2.63M0.4%+224+2.9%AddedHolders
Q4 20247,738$2.81M0.4%+70+0.9%AddedHolders
Q3 20247,668$3.00M0.4%+44+0.6%AddedHolders
Q2 20247,624$2.54M0.4%+52+0.7%AddedHolders
Q1 20247,572$2.77M0.4%+160+2.2%AddedHolders
Q4 20237,412$2.19M0.4%+10.0%AddedHolders
Q3 20237,411$2.02M0.4%−19−0.3%ReducedHolders
Q2 20237,430$1.83M0.3%−44−0.6%ReducedHolders
Q1 20237,474$1.71M0.3%−60−0.8%ReducedHolders
Q4 20227,534$1.80M0.4%+99+1.3%AddedHolders
Q3 20227,435$1.22M0.3%+42+0.6%AddedHolders
Q2 20227,393$1.32M0.2%−995−11.9%ReducedHolders
Q1 20228,388$1.87M0.3%−694−7.6%ReducedHolders
Q4 20219,082$1.88M0.3%−83−0.9%ReducedHolders
Q3 20219,165$1.76M0.3%−67−0.7%ReducedHolders
Q2 20219,232$2.01M0.3%+27+0.3%AddedHolders
Q1 20219,205$2.13M0.4%––Holders

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