Skip to main content
Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Bogart Wealth, 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)
2,048
Value
$2.18M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CAT by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,048$2.18M0.1%+378+22.6%AddedHolders
Q1 20261,670$1.18M<0.1%+4+0.2%AddedHolders
Q4 20251,666$954.4K<0.1%−52−3.0%ReducedHolders
Q3 20251,718$819.7K<0.1%−241−12.3%ReducedHolders
Q2 20251,959$760.5K<0.1%−27,291−93.3%ReducedHolders
Q1 202529,250$9.65M0.5%+1,259+4.5%AddedHolders
Q4 202427,991$10.2M0.5%−9,184−24.7%ReducedHolders
Q3 202437,175$14.5M0.7%−2,678−6.7%ReducedHolders
Q2 202439,853$13.3M0.7%−287−0.7%ReducedHolders
Q1 202440,140$14.7M0.8%−5,025−11.1%ReducedHolders
Q4 202345,165$13.4M0.8%−1,326−2.9%ReducedHolders
Q3 202346,491$12.7M0.8%−1,051−2.2%ReducedHolders
Q2 202347,542$11.7M0.7%+423+0.9%AddedHolders
Q1 202347,119$10.8M0.7%+1,853+4.1%AddedHolders
Q4 202245,266$10.8M0.8%−4,607−9.2%ReducedHolders
Q3 202249,873$8.18M0.7%+8,141+19.5%AddedHolders
Q2 202241,732$7.46M0.7%+6,758+19.3%AddedHolders
Q1 202234,974$7.79M0.7%+4,477+14.7%AddedHolders
Q4 202130,497$6.30M0.6%+1,792+6.2%AddedHolders
Q3 202128,705$5.51M0.6%+4,690+19.5%AddedHolders
Q2 202124,015$5.23M0.6%+3,019+14.4%AddedHolders
Q1 202120,996$4.87M0.7%––Holders

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