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Berkeley Capital Partners, LLC

SEC CIK
0001667694
Latest filing
Aug 6, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Berkeley Capital Partners, 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)
888
Value
$945.6K
% of portfolio
0.2%
Quarters held
4
Since Q3 2025
Holdings of CAT by Berkeley Capital Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026888$945.6K0.2%+87+10.9%AddedHolders
Q1 2026801$567.5K0.1%+91+12.8%AddedHolders
Q4 2025710$406.7K0.1%+169+31.2%AddedHolders
Q3 2025541$258.1K0.1%+541NewHolders