CWM Advisors, LLC

SEC CIK: 0001670139
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 67,536
Value: $71.9M
% of portfolio: 3.0%
Quarters held: 22; Since Q1 2021

Holdings of CAT by CWM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	67,536	$71.9M	3.0%	+2,150+3.3%	Added	Holders
Q1 2026	65,386	$46.3M	2.7%	+18,071+38.2%	Added	Holders
Q4 2025	47,315	$27.1M	2.4%	−82−0.2%	Reduced	Holders
Q3 2025	47,397	$22.6M	2.2%	−2,835−5.6%	Reduced	Holders
Q2 2025	50,232	$19.5M	2.1%	+4,195+9.1%	Added	Holders
Q1 2025	46,037	$15.2M	1.8%	+2,873+6.7%	Added	Holders
Q4 2024	43,164	$15.7M	1.8%	−1,088−2.5%	Reduced	Holders
Q3 2024	44,252	$17.3M	1.8%	−4,624−9.5%	Reduced	Holders
Q2 2024	48,876	$16.3M	1.9%	−5,668−10.4%	Reduced	Holders
Q1 2024	54,544	$20.0M	2.0%	+4,756+9.6%	Added	Holders
Q4 2023	49,788	$14.7M	1.6%	−1,244−2.4%	Reduced	Holders
Q3 2023	51,032	$13.9M	1.8%	+46,678+1,072.1%	Added	Holders
Q2 2023	4,354	$1.07M	0.1%	+2,383+120.9%	Added	Holders
Q1 2023	1,971	$450.9K	0.1%	+135+7.4%	Added	Holders
Q4 2022	1,836	$439.9K	0.1%	−362−16.5%	Reduced	Holders
Q3 2022	2,198	$361.0K	0.1%	+142+6.9%	Added	Holders
Q2 2022	2,056	$367.0K	<0.1%	−6,296−75.4%	Reduced	Holders
Q1 2022	8,352	$1.86M	0.2%	−476−5.4%	Reduced	Holders
Q4 2021	8,828	$1.82M	0.2%	−174−1.9%	Reduced	Holders
Q3 2021	9,002	$1.73M	0.2%	−32,778−78.5%	Reduced	Holders
Q2 2021	41,780	$9.09M	1.2%	+3,494+9.1%	Added	Holders
Q1 2021	38,286	$8.88M	1.4%	–	–	Holders

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