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Livermore
Livermore
ZHEN

Larson Financial Group LLC

SEC CIK
0001731061
Latest filing
Aug 14, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Larson Financial 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)
15,074
Value
$16.1M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of CAT by Larson Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,074$16.1M0.4%+273+1.8%AddedHolders
Q1 202614,801$10.5M0.3%+1,886+14.6%AddedHolders
Q4 202512,915$7.40M0.2%+5,476+73.6%AddedHolders
Q3 20257,439$3.55M0.1%+1,641+28.3%AddedHolders
Q2 20255,798$2.25M0.1%+875+17.8%AddedHolders
Q1 20254,923$1.62M0.1%+493+11.1%AddedHolders
Q4 20244,430$1.61M0.1%+97+2.2%AddedHolders
Q3 20244,333$1.69M0.1%+888+25.8%AddedHolders
Q2 20243,445$1.15M0.1%+1,906+123.8%AddedHolders
Q1 20241,539$564.1K<0.1%+198+14.8%AddedHolders
Q4 20231,341$396.5K<0.1%+62+4.8%AddedHolders
Q3 20231,279$349.3K<0.1%−995−43.8%ReducedHolders
Q2 20232,274$559.4K0.1%+52+2.3%AddedHolders
Q1 20232,222$508.5K0.1%+141+6.8%AddedHolders
Q4 20222,081$498.6K0.1%−11−0.5%ReducedHolders
Q3 20222,092$343.0K<0.1%+1,307+166.5%AddedHolders
Q2 2022785$140.0K<0.1%+2+0.3%AddedHolders
Q1 2022783$175.0K<0.1%−3−0.4%ReducedHolders
Q4 2021786$163.0K<0.1%+462+142.6%AddedHolders
Q3 2021324$62.0K<0.1%−22−6.4%ReducedHolders
Q2 2021346$75.0K<0.1%00.0%UnchangedHolders
Q1 2021346$80.0K<0.1%––Holders

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