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Livermore
Livermore
ZHEN

BlueSky Wealth Advisors, LLC

SEC CIK
0001704107
Latest filing
Jul 28, 2026

CAT holding history

Caterpillar Inc in every 13F filed by BlueSky Wealth Advisors, 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)
1,629
Value
$1.73M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CAT by BlueSky Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,629$1.73M0.2%−33−2.0%ReducedHolders
Q1 20261,662$1.18M0.2%+58+3.6%AddedHolders
Q4 20251,604$918.9K0.1%−218−12.0%ReducedHolders
Q3 20251,822$869.4K0.1%−68−3.6%ReducedHolders
Q2 20251,890$733.7K0.1%−52−2.7%ReducedHolders
Q1 20251,942$640.5K0.1%00.0%UnchangedHolders
Q4 20241,942$704.5K0.1%00.0%UnchangedHolders
Q3 20241,942$759.6K0.1%−852−30.5%ReducedHolders
Q2 20242,794$930.7K0.2%+288+11.5%AddedHolders
Q1 20242,506$918.3K0.7%+91+3.8%AddedHolders
Q4 20232,415$714.0K0.1%−134−5.3%ReducedHolders
Q3 20232,549$695.9K0.1%00.0%UnchangedHolders
Q2 20232,549$627.2K0.1%+477+23.0%AddedHolders
Q1 20232,072$474.2K0.1%−8−0.4%ReducedHolders
Q4 20222,080$498.3K0.1%−426−17.0%ReducedHolders
Q3 20222,506$411.0K0.1%+516+25.9%AddedHolders
Q2 20221,990$356.0K0.1%00.0%UnchangedHolders
Q1 20221,990$443.0K0.1%+70+3.6%AddedHolders
Q4 20211,920$397.0K0.1%00.0%UnchangedHolders
Q3 20211,920$369.0K0.1%00.0%UnchangedHolders
Q2 20211,920$417.0K0.1%+120+6.7%AddedHolders
Q1 20211,800$416.0K0.1%––Holders

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