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Livermore
Livermore
ZHEN

Probity Advisors, Inc.

SEC CIK
0001676603
Latest filing
Jul 31, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Probity Advisors, Inc., 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)
2,826
Value
$3.01M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of CAT by Probity Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,826$3.01M0.4%−49−1.7%ReducedHolders
Q1 20262,875$2.04M0.3%−76−2.6%ReducedHolders
Q4 20252,951$1.69M0.3%+102+3.6%AddedHolders
Q3 20252,849$1.36M0.2%−145−4.8%ReducedHolders
Q2 20252,994$1.16M0.2%−521−14.8%ReducedHolders
Q1 20253,515$1.16M0.2%−164−4.5%ReducedHolders
Q4 20243,679$1.33M0.3%−491−11.8%ReducedHolders
Q3 20244,170$1.63M0.3%−310−6.9%ReducedHolders
Q2 20244,480$1.49M0.3%−566−11.2%ReducedHolders
Q1 20245,046$1.85M0.4%−300−5.6%ReducedHolders
Q4 20235,346$1.58M0.3%−1,029−16.1%ReducedHolders
Q3 20236,375$1.74M0.4%−684−9.7%ReducedHolders
Q2 20237,059$1.74M0.4%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20227,093$1.70M0.4%−297−4.0%ReducedHolders
Q3 20227,390$1.21M0.3%−491−6.2%ReducedHolders
Q2 20227,881$1.41M0.3%+98+1.3%AddedHolders
Q1 20227,783$1.73M0.4%−339−4.2%ReducedHolders
Q4 20218,122$1.68M0.3%−332−3.9%ReducedHolders
Q3 20218,454$1.62M0.3%+589+7.5%AddedHolders
Q2 20217,865$1.71M0.4%−330−4.0%ReducedHolders
Q1 20218,195$1.90M0.4%––Holders

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