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CFO4Life Group, LLC

SEC CIK
0001706351
Latest filing
Aug 12, 2026

CAT holding history

Caterpillar Inc in every 13F filed by CFO4Life Group, 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)
486
Value
$517.5K
% of portfolio
0.1%
Quarters held
16
Since Q1 2021
Holdings of CAT by CFO4Life Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026486$517.5K0.1%+3+0.6%AddedHolders
Q1 2026483$342.2K0.1%−143−22.8%ReducedHolders
Q4 2025626$358.6K0.1%+15+2.5%AddedHolders
Q3 2025611$291.5K<0.1%+25+4.3%AddedHolders
Q2 2025586$227.5K<0.1%+586NewHolders
Q1 20250$00.0%−814−100.0%Sold outHolders
Q4 2024814$295.4K0.1%−3−0.4%ReducedHolders
Q3 2024817$319.6K0.1%−73−8.2%ReducedHolders
Q2 2024890$296.6K0.1%−122−12.1%ReducedHolders
Q1 20241,012$370.9K0.1%+247+32.3%AddedHolders
Q4 2023765$226.2K<0.1%−15−1.9%ReducedHolders
Q3 2023780$213.1K<0.1%+780NewHolders
Q2 20230$00.0%−910−100.0%Sold outHolders
Q1 2023910$208.1K<0.1%−78−7.9%ReducedHolders
Q4 2022988$236.7K0.1%+988NewHolders
Q1 20220$00.0%−1,153−100.0%Sold outHolders
Q4 20211,153$238.0K<0.1%+1,153NewHolders
Q3 20210$00.0%−1,015−100.0%Sold outHolders
Q2 20211,015$221.0K0.1%−769−43.1%ReducedHolders
Q1 20211,784$414.0K0.1%––Holders

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