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Livermore
Livermore
ZHEN

GSB Wealth Management, LLC

SEC CIK
0001660694
Latest filing
Jul 27, 2026

CAT holding history

Caterpillar Inc in every 13F filed by GSB Wealth Management, 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)
1,304
Value
$1.39M
% of portfolio
0.3%
Quarters held
20
Since Q1 2021
Holdings of CAT by GSB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,304$1.39M0.3%−26−2.0%ReducedHolders
Q1 20261,330$942.6K0.2%−250−15.8%ReducedHolders
Q4 20251,580$905.3K0.2%−530−25.1%ReducedHolders
Q3 20252,110$1.01M0.2%−33−1.5%ReducedHolders
Q2 20252,143$831.9K0.2%+26+1.2%AddedHolders
Q1 20252,117$698.2K0.2%+51+2.5%AddedHolders
Q4 20242,066$749.8K0.2%00.0%UnchangedHolders
Q3 20242,066$808.1K0.2%+10.0%AddedHolders
Q2 20242,065$687.8K0.2%+10.0%AddedHolders
Q1 20242,064$756.3K0.2%+10.0%AddedHolders
Q4 20232,063$610.0K0.2%+10.0%AddedHolders
Q3 20232,062$562.9K0.2%+16+0.8%AddedHolders
Q2 20232,046$503.3K0.2%+1,002+96.0%AddedHolders
Q1 20231,044$239.0K0.1%−124−10.6%ReducedHolders
Q4 20221,168$279.8K0.1%+1,168NewHolders
Q3 20220$00.0%−1,165−100.0%Sold outHolders
Q2 20221,165$208.0K0.1%+1+0.1%AddedHolders
Q1 20221,164$259.0K0.1%−249−17.6%ReducedHolders
Q4 20211,413$292.0K0.1%+1,413NewHolders
Q3 20210$00.0%−1,810−100.0%Sold outHolders
Q2 20211,810$394.0K0.1%−100−5.2%ReducedHolders
Q1 20211,910$443.0K0.1%––Holders

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