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Livermore
Livermore
ZHEN

Advisor Group Holdings, Inc.

SEC CIK
0001677044
Latest filing
Aug 14, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Advisor Group Holdings, 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)
310,135
Value
$330.6M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of CAT by Advisor Group Holdings, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026310,135$330.6M0.4%+14,969+5.1%AddedHolders
Q1 2026295,166$209.3M0.3%−8,000−2.6%ReducedHolders
Q4 2025303,166$173.9M0.3%−32,522−9.7%ReducedHolders
Q3 2025335,688$149.3M0.2%+60,185+21.8%AddedHolders
Q2 2025275,503$106.8M0.2%+19,004+7.4%AddedHolders
Q1 2025256,499$84.7M0.2%−2,724−1.1%ReducedHolders
Q4 2024259,223$85.3M0.2%+19,309+8.0%AddedHolders
Q3 2024239,914$93.9M0.2%−6,408−2.6%ReducedHolders
Q2 2024246,322$82.1M0.2%−37,749−13.3%ReducedHolders
Q1 2024284,071$104.2M0.2%−53,925−16.0%ReducedHolders
Q4 2023337,996$99.9M0.2%−72,491−17.7%ReducedHolders
Q3 2023410,487$112.1M0.2%+74,605+22.2%AddedHolders
Q2 2023335,882$82.7M0.1%+17,611+5.5%AddedHolders
Q1 2023318,271$72.7M0.1%−6,401−2.0%ReducedHolders
Q4 2022324,672$77.8M0.2%+14,299+4.6%AddedHolders
Q3 2022310,373$51.0M0.1%+5,923+1.9%AddedHolders
Q2 2022304,450$54.4M0.1%−3,490−1.1%ReducedHolders
Q1 2022307,940$65.1M0.1%+4,942+1.6%AddedHolders
Q4 2021302,998$62.7M0.1%+14,354+5.0%AddedHolders
Q3 2021288,644$55.5M0.1%+19,161+7.1%AddedHolders
Q2 2021269,483$58.7M0.1%+14,082+5.5%AddedHolders
Q1 2021255,401$59.3M0.1%––Holders

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