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Livermore
Livermore
ZHEN

Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Capital Analysts, 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)
2,220
Value
$2.37M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CAT by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,220$2.37M0.1%−56−2.5%ReducedHolders
Q1 20262,276$1.61M<0.1%−358−13.6%ReducedHolders
Q4 20252,634$1.51M<0.1%+3+0.1%AddedHolders
Q3 20252,631$1.25M<0.1%+1,072+68.8%AddedHolders
Q2 20251,559$605.0K<0.1%+79+5.3%AddedHolders
Q1 20251,480$488.0K<0.1%+604+68.9%AddedHolders
Q4 2024876$318.0K<0.1%+20+2.3%AddedHolders
Q3 2024856$334.0K<0.1%+72+9.2%AddedHolders
Q2 2024784$261.0K<0.1%+117+17.5%AddedHolders
Q1 2024667$244.0K<0.1%+74+12.5%AddedHolders
Q4 2023593$176.0K<0.1%−3−0.5%ReducedHolders
Q3 2023596$163.0K<0.1%+46+8.4%AddedHolders
Q2 2023550$134.0K<0.1%+60+12.2%AddedHolders
Q1 2023490$112.0K<0.1%−104−17.5%ReducedHolders
Q4 2022594$142.0K<0.1%−13−2.1%ReducedHolders
Q3 2022607$100.0K<0.1%−66−9.8%ReducedHolders
Q2 2022673$121.0K<0.1%+227+50.9%AddedHolders
Q1 2022446$100.0K<0.1%−103−18.8%ReducedHolders
Q4 2021549$113.0K<0.1%−72−11.6%ReducedHolders
Q3 2021621$120.0K<0.1%+299+92.9%AddedHolders
Q2 2021322$71.0K<0.1%−16−4.7%ReducedHolders
Q1 2021338$79.0K<0.1%––Holders

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