Skip to main content
Livermore
Livermore
ZHEN

Joel Isaacson & Co., LLC

SEC CIK
0001599330
Latest filing
Aug 4, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Joel Isaacson & Co., 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)
5,136
Value
$5.47M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of CAT by Joel Isaacson & Co., LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,136$5.47M0.2%+520+11.3%AddedHolders
Q1 20264,616$3.27M0.1%+301+7.0%AddedHolders
Q4 20254,315$2.47M0.1%+239+5.9%AddedHolders
Q3 20254,076$1.94M0.1%+1,300+46.8%AddedHolders
Q2 20252,776$1.08M<0.1%+47+1.7%AddedHolders
Q1 20252,729$900.1K<0.1%+10.0%AddedHolders
Q4 20242,728$989.7K<0.1%+10.0%AddedHolders
Q3 20242,727$1.07M0.1%+10.0%AddedHolders
Q2 20242,726$908.0K<0.1%−7−0.3%ReducedHolders
Q1 20242,733$1.00M0.1%+10.0%AddedHolders
Q4 20232,732$807.7K<0.1%+4+0.1%AddedHolders
Q3 20232,728$744.8K0.1%+10.0%AddedHolders
Q2 20232,727$670.9K<0.1%+2+0.1%AddedHolders
Q1 20232,725$623.6K<0.1%+301+12.4%AddedHolders
Q4 20222,424$580.6K<0.1%+2+0.1%AddedHolders
Q3 20222,422$397.0K<0.1%+1,251+106.8%AddedHolders
Q2 20221,171$209.0K<0.1%+2+0.2%AddedHolders
Q1 20221,169$269.0K<0.1%+2+0.2%AddedHolders
Q4 20211,167$241.0K<0.1%+1,167NewHolders
Q3 20210$00.0%−1,011−100.0%Sold outHolders
Q2 20211,011$220.0K<0.1%−1−0.1%ReducedHolders
Q1 20211,012$235.0K<0.1%––Holders

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