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Livermore
Livermore
ZHEN

HCR Wealth Advisors

SEC CIK
0001697715
Latest filing
Jul 13, 2026

CAT holding history

Caterpillar Inc in every 13F filed by HCR Wealth Advisors, 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)
5,099
Value
$5.43M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of CAT by HCR Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,099$5.43M0.5%+39+0.8%AddedHolders
Q1 20265,060$3.59M0.4%+15+0.3%AddedHolders
Q4 20255,045$2.89M0.3%+67+1.3%AddedHolders
Q3 20254,978$2.44M0.3%+1,000+25.1%AddedHolders
Q2 20253,978$1.54M0.2%+201+5.3%AddedHolders
Q1 20253,777$1.25M0.2%−16−0.4%ReducedHolders
Q4 20243,793$1.38M0.2%00.0%UnchangedHolders
Q3 20243,793$1.48M0.2%+314+9.0%AddedHolders
Q2 20243,479$1.16M0.2%−399−10.3%ReducedHolders
Q1 20243,878$1.42M0.2%+200+5.4%AddedHolders
Q4 20233,678$1.09M0.2%+92+2.6%AddedHolders
Q3 20233,586$979.1K0.2%+603+20.2%AddedHolders
Q2 20232,983$733.9K0.1%+10.0%AddedHolders
Q1 20232,982$682.4K0.1%+10.0%AddedHolders
Q4 20222,981$714.2K0.1%+134+4.7%AddedHolders
Q3 20222,847$467.0K0.1%00.0%UnchangedHolders
Q2 20222,847$509.0K0.1%00.0%UnchangedHolders
Q1 20222,847$634.0K0.1%−54−1.9%ReducedHolders
Q4 20212,901$600.0K0.1%+54+1.9%AddedHolders
Q3 20212,847$547.0K0.1%00.0%UnchangedHolders
Q2 20212,847$620.0K0.1%00.0%UnchangedHolders
Q1 20212,847$660.0K0.1%––Holders

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