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LexAurum Advisors, LLC

SEC CIK
0001729677
Latest filing
Jul 15, 2026

CAT holding history

Caterpillar Inc in every 13F filed by LexAurum 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)
3,274
Value
$3.49M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of CAT by LexAurum Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,274$3.49M0.4%−33−1.0%ReducedHolders
Q1 20263,307$2.34M0.3%–No prior filingHolders
Q4 2025––––Not filedHolders
Q3 20253,286$1.57M0.2%+36+1.1%AddedHolders
Q2 20253,250$1.26M0.2%−10.0%ReducedHolders
Q1 20253,251$1.07M0.2%+4+0.1%AddedHolders
Q4 20243,247$1.18M0.2%+12+0.4%AddedHolders
Q3 20243,235$1.27M0.3%−78−2.4%ReducedHolders
Q2 20243,313$1.10M0.3%+29+0.9%AddedHolders
Q1 20243,284$1.20M0.3%−802−19.6%ReducedHolders
Q4 20234,086$1.21M0.3%−693−14.5%ReducedHolders
Q3 20234,779$1.30M0.4%+241+5.3%AddedHolders
Q2 20234,538$1.12M0.3%+723+19.0%AddedHolders
Q1 20233,815$873.0K0.3%−45−1.2%ReducedHolders
Q4 20223,860$924.7K0.3%−193−4.8%ReducedHolders
Q3 20224,053$665.0K0.3%−378−8.5%ReducedHolders
Q2 20224,431$792.0K0.3%+10+0.2%AddedHolders
Q1 20224,421$985.0K0.3%+1,466+49.6%AddedHolders
Q4 20212,955$611.0K0.2%−164−5.3%ReducedHolders
Q3 20213,119$599.0K0.2%+3+0.1%AddedHolders
Q2 20213,116$678.0K0.2%+149+5.0%AddedHolders
Q1 20212,967$688.0K0.2%––Holders

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