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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Mascoma Wealth Management 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)
51
Value
$54.3K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CAT by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202651$54.3K<0.1%−30−37.0%ReducedHolders
Q1 202681$57.4K<0.1%00.0%UnchangedHolders
Q4 202581$46.4K<0.1%+6+8.0%AddedHolders
Q3 202575$35.8K<0.1%00.0%UnchangedHolders
Q2 202575$29.1K<0.1%00.0%UnchangedHolders
Q1 202575$24.7K<0.1%00.0%UnchangedHolders
Q4 202475$27.2K<0.1%00.0%UnchangedHolders
Q3 202475$29.3K<0.1%00.0%UnchangedHolders
Q2 202475$25.0K<0.1%−80−51.6%ReducedHolders
Q1 2024155$56.8K<0.1%00.0%UnchangedHolders
Q4 2023155$45.8K<0.1%00.0%UnchangedHolders
Q3 2023155$42.3K<0.1%00.0%UnchangedHolders
Q2 2023155$43.8K<0.1%00.0%UnchangedHolders
Q1 2023155$33.9K<0.1%00.0%UnchangedHolders
Q4 2022155$37.1K<0.1%00.0%UnchangedHolders
Q3 2022155$25.0K<0.1%00.0%UnchangedHolders
Q2 2022155$28.0K<0.1%00.0%UnchangedHolders
Q1 2022155$35.0K<0.1%00.0%UnchangedHolders
Q4 2021155$32.0K<0.1%−250−61.7%ReducedHolders
Q3 2021405$78.0K<0.1%+405NewHolders
Q2 20210$00.0%−505−100.0%Sold outHolders
Q1 2021505$117.0K0.1%––Holders

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