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Livermore
Livermore
ZHEN

Broadleaf Partners, LLC

SEC CIK
0001712686
Latest filing
Aug 13, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Broadleaf Partners, 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)
670
Value
$713.5K
% of portfolio
0.1%
Quarters held
12
Since Q3 2023
Holdings of CAT by Broadleaf Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026670$713.5K0.1%−70−9.5%ReducedHolders
Q1 2026740$524.3K0.1%00.0%UnchangedHolders
Q4 2025740$423.9K0.1%00.0%UnchangedHolders
Q3 2025740$353.1K0.1%00.0%UnchangedHolders
Q2 2025740$287.3K0.1%00.0%UnchangedHolders
Q1 2025740$244.1K0.1%00.0%UnchangedHolders
Q4 2024740$268.4K0.1%−20−2.6%ReducedHolders
Q3 2024760$297.3K0.1%00.0%UnchangedHolders
Q2 2024760$253.2K0.1%00.0%UnchangedHolders
Q1 2024760$278.5K0.1%00.0%UnchangedHolders
Q4 2023760$224.7K0.1%00.0%UnchangedHolders
Q3 2023760$207.5K0.1%+760NewHolders