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McAdam, LLC

SEC CIK
0001695490
Latest filing
Aug 4, 2026

CAT holding history

Caterpillar Inc in every 13F filed by McAdam, 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)
2,807
Value
$2.99M
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of CAT by McAdam, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,807$2.99M0.1%+254+9.9%AddedHolders
Q1 20262,553$1.81M0.1%+430+20.3%AddedHolders
Q4 20252,123$1.22M0.1%+52+2.5%AddedHolders
Q3 20252,071$988.2K<0.1%+199+10.6%AddedHolders
Q2 20251,872$726.9K<0.1%+29+1.6%AddedHolders
Q1 20251,843$607.9K<0.1%+111+6.4%AddedHolders
Q4 20241,732$628.3K<0.1%+876+102.3%AddedHolders
Q3 2024856$334.9K<0.1%+186+27.8%AddedHolders
Q2 2024670$223.2K<0.1%+37+5.8%AddedHolders
Q1 2024633$232.1K<0.1%+633NewHolders