Skip to main content

Blue Chip Partners, Inc.

SEC CIK
0001632801
Latest filing
Aug 14, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Blue Chip Partners, 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)
3,705
Value
$3.95M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CAT by Blue Chip Partners, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,705$3.95M0.2%+10.0%AddedHolders
Q1 20263,704$2.62M0.2%+18+0.5%AddedHolders
Q4 20253,686$2.11M0.2%−6−0.2%ReducedHolders
Q3 20253,692$1.76M0.1%−2−0.1%ReducedHolders
Q2 20253,694$1.43M0.1%−684−15.6%ReducedHolders
Q1 20254,378$1.44M0.1%−4−0.1%ReducedHolders
Q4 20244,382$1.59M0.1%−11−0.3%ReducedHolders
Q3 20244,393$1.72M0.1%−209−4.5%ReducedHolders
Q2 20244,602$1.53M0.1%−8−0.2%ReducedHolders
Q1 20244,610$1.69M0.2%−68−1.5%ReducedHolders
Q4 20234,678$1.38M0.1%−37,306−88.9%ReducedHolders
Q3 202341,984$11.5M1.4%−30,316−41.9%ReducedHolders
Q2 202372,300$17.8M2.0%+2,626+3.8%AddedHolders
Q1 202369,674$15.9M1.9%+2,701+4.0%AddedHolders
Q4 202266,973$16.0M2.0%+4,525+7.2%AddedHolders
Q3 202262,448$10.2M1.4%+1,845+3.0%AddedHolders
Q2 202260,603$10.8M1.4%+3,679+6.5%AddedHolders
Q1 202256,924$12.7M1.6%−5,910−9.4%ReducedHolders
Q4 202162,834$13.0M1.6%+2,123+3.5%AddedHolders
Q3 202160,711$11.7M1.6%+2,861+4.9%AddedHolders
Q2 202157,850$12.6M1.8%+2,983+5.4%AddedHolders
Q1 202154,867$12.7M2.0%––Holders

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