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Livermore
Livermore
ZHEN

SAM Advisors, LLC

SEC CIK
0001600944
Latest filing
Aug 13, 2026

CAT holding history

Caterpillar Inc in every 13F filed by SAM 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 Q2 2026 holdings

Shares (Q2 2026)
1,540
Value
$1.64M
% of portfolio
0.4%
Quarters held
18
Since Q1 2022
Holdings of CAT by SAM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,540$1.64M0.4%00.0%UnchangedHolders
Q1 20261,540$1.09M0.3%00.0%UnchangedHolders
Q4 20251,540$882.2K0.3%00.0%UnchangedHolders
Q3 20251,540$734.8K0.2%00.0%UnchangedHolders
Q2 20251,540$597.8K0.2%00.0%UnchangedHolders
Q1 20251,540$507.9K0.2%00.0%UnchangedHolders
Q4 20241,540$558.6K0.2%00.0%UnchangedHolders
Q3 20241,540$602.3K0.2%00.0%UnchangedHolders
Q2 20241,540$513.0K0.2%00.0%UnchangedHolders
Q1 20241,540$564.3K0.2%00.0%UnchangedHolders
Q4 20231,540$455.3K0.2%00.0%UnchangedHolders
Q3 20231,540$420.4K0.2%00.0%UnchangedHolders
Q2 20231,540$378.9K0.2%00.0%UnchangedHolders
Q1 20231,540$352.4K0.2%00.0%UnchangedHolders
Q4 20221,540$369.0K0.2%00.0%UnchangedHolders
Q3 20221,540$253.0K0.1%00.0%UnchangedHolders
Q2 20221,540$276.0K0.1%00.0%UnchangedHolders
Q1 20221,540$343.0K0.1%+1,540NewHolders