D.B. Root & Company, LLC
- SEC CIK
- 0001731717
- Latest filing
- Aug 13, 2026
CAT holding history
Caterpillar Inc in every 13F filed by D.B. Root & Company, 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)
- 798
- Value
- $849.8K
- % of portfolio
- 0.2%
- Quarters held
- 11
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 798 | $849.8K | 0.2% | −32−3.9% | Reduced | Holders |
| Q1 2026 | 830 | $588.0K | 0.1% | −74−8.2% | Reduced | Holders |
| Q4 2025 | 904 | $517.9K | 0.1% | +11+1.2% | Added | Holders |
| Q3 2025 | 893 | $426.1K | 0.1% | +62+7.5% | Added | Holders |
| Q2 2025 | 831 | $322.6K | 0.1% | −120−12.6% | Reduced | Holders |
| Q1 2025 | 951 | $313.6K | 0.1% | −7−0.7% | Reduced | Holders |
| Q4 2024 | 958 | $347.5K | 0.1% | +14+1.5% | Added | Holders |
| Q3 2024 | 944 | $369.2K | 0.1% | +76+8.8% | Added | Holders |
| Q2 2024 | 868 | $289.1K | 0.1% | +124+16.7% | Added | Holders |
| Q1 2024 | 744 | $272.6K | 0.1% | +744 | New | Holders |
| Q2 2021 | 0 | $0 | 0.0% | −877−100.0% | Sold out | Holders |
| Q1 2021 | 877 | $203.0K | 0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.