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Livermore
Livermore
ZHEN

Sowell Financial Services LLC

SEC CIK
0001633697
Latest filing
Jul 17, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Sowell Financial Services 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)
17,536
Value
$18.7M
% of portfolio
0.6%
Quarters held
18
Since Q1 2021
Holdings of CAT by Sowell Financial Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,536$18.7M0.6%−1,244−6.6%ReducedHolders
Q1 202618,780$13.3M0.5%+161+0.9%AddedHolders
Q4 202518,619$10.7M0.4%+6,668+55.8%AddedHolders
Q3 202511,951$5.70M0.2%+94+0.8%AddedHolders
Q2 202511,857$4.60M0.2%−3,092−20.7%ReducedHolders
Q1 202514,949$4.93M0.2%+2,525+20.3%AddedHolders
Q4 202412,424$4.51M0.2%−1,000−7.4%ReducedHolders
Q3 202413,424$5.25M0.2%−26−0.2%ReducedHolders
Q2 202413,450$4.48M0.2%−597−4.3%ReducedHolders
Q1 202414,047$5.15M0.2%+523+3.9%AddedHolders
Q4 202313,524$4.00M0.2%+208+1.6%AddedHolders
Q3 202313,316$3.63M0.2%+377+2.9%AddedHolders
Q2 202312,939$3.18M0.2%+3,713+40.2%AddedHolders
Q1 20239,226$2.11M0.2%−5,287−36.4%ReducedHolders
Q4 202214,513$3.48M0.2%+14,513NewHolders
Q3 20220$00.0%−11,748−100.0%Sold outHolders
Q2 202211,748$2.10M0.2%+11,748NewHolders
Q4 20210$00.0%−10,905−100.0%Sold outHolders
Q3 202110,905$2.09M0.1%+10,905NewHolders
Q2 20210$00.0%−15,349−100.0%Sold outHolders
Q1 202115,349$3.64M0.1%––Holders

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