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Livermore
Livermore
ZHEN

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

CAT holding history

Caterpillar Inc in every 13F filed by GWM 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)
212,215
Value
$226.0M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of CAT by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026212,215$226.0M0.7%−2,849−1.3%ReducedHolders
Q1 2026215,064$152.4M0.6%−18,595−8.0%ReducedHolders
Q4 2025233,659$133.9M0.5%+23,906+11.4%AddedHolders
Q3 2025209,753$100.1M0.5%−6,906−3.2%ReducedHolders
Q2 2025216,659$84.1M0.4%+11,523+5.6%AddedHolders
Q1 2025205,136$67.7M0.4%+19,240+10.3%AddedHolders
Q4 2024185,896$67.4M0.4%−7,551−3.9%ReducedHolders
Q3 2024193,447$75.7M0.5%+2,284+1.2%AddedHolders
Q2 2024191,163$63.7M0.5%+11,524+6.4%AddedHolders
Q1 2024179,639$65.8M0.6%+5,549+3.2%AddedHolders
Q4 2023174,090$51.2M0.5%+5,131+3.0%AddedHolders
Q3 2023168,959$46.1M0.5%+101,569+150.7%AddedHolders
Q2 202367,390$16.6M0.2%+7,822+13.1%AddedHolders
Q1 202359,568$13.4M0.2%+1,585+2.7%AddedHolders
Q4 202257,983$5.32M0.1%+3,219+5.9%AddedHolders
Q3 202254,764$8.99M0.1%+766+1.4%AddedHolders
Q2 202253,998$9.65M0.2%+4,293+8.6%AddedHolders
Q1 202249,705$11.1M0.2%+2,076+4.4%AddedHolders
Q4 202147,629$9.85M0.1%+18,120+61.4%AddedHolders
Q3 202129,509$5.67M0.1%+3,792+14.7%AddedHolders
Q2 202125,717$5.60M0.1%+1,269+5.2%AddedHolders
Q1 202124,448$5.67M0.2%––Holders

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