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Livermore
Livermore
ZHEN

RKL Wealth Management LLC

SEC CIK
0001604723
Latest filing
Aug 10, 2026

CAT holding history

Caterpillar Inc in every 13F filed by RKL 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 overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
4,521
Value
$4.81M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of CAT by RKL Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,521$4.81M0.4%+140+3.2%AddedHolders
Q1 20264,381$3.10M0.3%+6+0.1%AddedHolders
Q4 20254,375$2.51M0.2%−9−0.2%ReducedHolders
Q3 20254,384$2.09M0.2%−97−2.2%ReducedHolders
Q2 20254,481$1.74M0.2%+19+0.4%AddedHolders
Q1 20254,462$1.47M0.1%+20.0%AddedHolders
Q4 20244,460$1.62M0.1%+2,903+186.4%AddedHolders
Q3 20241,557$608.9K0.1%+1+0.1%AddedHolders
Q2 20241,556$518.3K<0.1%−5−0.3%ReducedHolders
Q1 20241,561$572.2K0.1%+106+7.3%AddedHolders
Q4 20231,455$430.1K<0.1%−58−3.8%ReducedHolders
Q3 20231,513$413.1K0.1%−70−4.4%ReducedHolders
Q2 20231,583$389.5K<0.1%+21+1.3%AddedHolders
Q1 20231,562$357.4K<0.1%−64−3.9%ReducedHolders
Q4 20221,626$389.7K0.1%+100+6.6%AddedHolders
Q3 20221,526$250.0K<0.1%00.0%UnchangedHolders
Q2 20221,526$273.0K<0.1%+175+13.0%AddedHolders
Q1 20221,351$301.0K<0.1%+133+10.9%AddedHolders
Q4 20211,218$252.0K<0.1%00.0%UnchangedHolders
Q3 20211,218$234.0K<0.1%−559−31.5%ReducedHolders
Q2 20211,777$387.0K<0.1%00.0%UnchangedHolders
Q1 20211,777$412.0K0.1%––Holders

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