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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Wealthspire 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)
8,342
Value
$8.88M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CAT by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,342$8.88M<0.1%+1,714+25.9%AddedHolders
Q1 20266,628$4.70M<0.1%−1,429−17.7%ReducedHolders
Q4 20258,057$4.62M<0.1%+2,038+33.9%AddedHolders
Q3 20256,019$2.87M<0.1%−5,227−46.5%ReducedHolders
Q2 202511,246$4.37M<0.1%+6,046+116.3%AddedHolders
Q1 20255,200$1.71M<0.1%−242−4.4%ReducedHolders
Q4 20245,442$1.97M<0.1%−9−0.2%ReducedHolders
Q3 20245,451$2.13M<0.1%+639+13.3%AddedHolders
Q2 20244,812$1.60M<0.1%−72−1.5%ReducedHolders
Q1 20244,884$1.79M<0.1%−452−8.5%ReducedHolders
Q4 20235,336$1.58M<0.1%+438+8.9%AddedHolders
Q3 20234,898$1.34M<0.1%+2,357+92.8%AddedHolders
Q2 20232,541$625.3K<0.1%−48−1.9%ReducedHolders
Q1 20232,589$592.5K<0.1%−1,802−41.0%ReducedHolders
Q4 20224,391$1.05M<0.1%+1,924+78.0%AddedHolders
Q3 20222,467$405.0K<0.1%+455+22.6%AddedHolders
Q2 20222,012$360.0K<0.1%+127+6.7%AddedHolders
Q1 20221,885$420.0K<0.1%−2,964−61.1%ReducedHolders
Q4 20214,849$1.00M<0.1%+270+5.9%AddedHolders
Q3 20214,579$879.0K<0.1%+2,654+137.9%AddedHolders
Q2 20211,925$419.0K<0.1%−5,878−75.3%ReducedHolders
Q1 20217,803$1.81M<0.1%––Holders

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