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Bristlecone Advisors, LLC

SEC CIK
0001671716
Latest filing
Oct 24, 2025

CAT holding history

Caterpillar Inc in every 13F filed by Bristlecone 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 Q3 2025 holdings

Shares (Q3 2025)
629
Value
$300.3K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of CAT by Bristlecone Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2025629$300.3K<0.1%00.0%UnchangedHolders
Q2 2025629$244.1K<0.1%−444−41.4%ReducedHolders
Q1 20251,073$354.0K<0.1%−33−3.0%ReducedHolders
Q4 20241,106$401.2K<0.1%+1+0.1%AddedHolders
Q3 20241,105$432.3K<0.1%00.0%UnchangedHolders
Q2 20241,105$368.0K<0.1%+1+0.1%AddedHolders
Q1 20241,104$404.7K<0.1%−48−4.2%ReducedHolders
Q4 20231,152$340.6K<0.1%−83−6.7%ReducedHolders
Q3 20231,235$337.2K<0.1%+112+10.0%AddedHolders
Q2 20231,123$276.4K<0.1%+40+3.7%AddedHolders
Q1 20231,083$247.8K<0.1%−109−9.1%ReducedHolders
Q4 20221,192$285.6K<0.1%+1,192NewHolders
Q3 20220$00.0%−1,239−100.0%Sold outHolders
Q2 20221,239$221.0K<0.1%+169+15.8%AddedHolders
Q1 20221,070$238.0K<0.1%+51+5.0%AddedHolders
Q4 20211,019$211.0K<0.1%−125−10.9%ReducedHolders
Q3 20211,144$220.0K<0.1%+52+4.8%AddedHolders
Q2 20211,092$238.0K<0.1%00.0%UnchangedHolders
Q1 20211,092$253.0K<0.1%––Holders

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