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Livermore
Livermore
ZHEN

Certified Advisory Corp

SEC CIK
0001731732
Latest filing
Jul 16, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Certified Advisory Corp, 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)
882
Value
$939.0K
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of CAT by Certified Advisory Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026882$939.0K0.1%+87+10.9%AddedHolders
Q1 2026795$563.3K0.1%+105+15.2%AddedHolders
Q4 2025690$395.5K<0.1%+1+0.1%AddedHolders
Q3 2025689$328.9K<0.1%+1+0.1%AddedHolders
Q2 2025688$267.1K<0.1%+2+0.3%AddedHolders
Q1 2025686$226.4K<0.1%−10−1.4%ReducedHolders
Q4 2024696$252.4K<0.1%+2+0.3%AddedHolders
Q3 2024694$271.6K<0.1%+5+0.7%AddedHolders
Q2 2024689$229.5K<0.1%−200−22.5%ReducedHolders
Q1 2024889$325.8K<0.1%−56−5.9%ReducedHolders
Q4 2023945$279.4K<0.1%+104+12.4%AddedHolders
Q3 2023841$229.6K<0.1%−50−5.6%ReducedHolders
Q2 2023891$219.1K<0.1%−380−29.9%ReducedHolders
Q1 20231,271$290.8K0.1%+227+21.7%AddedHolders
Q4 20221,044$250.2K<0.1%+1,044NewHolders
Q3 20220$00.0%−14−100.0%Sold outHolders
Q2 202214$3.00K<0.1%−1,042−98.7%ReducedHolders
Q1 20221,056$235.0K<0.1%+1,056NewHolders
Q4 20210$00.0%−14−100.0%Sold outHolders
Q3 202114$3.00K<0.1%+14NewHolders
Q2 20210$00.0%−839−100.0%Sold outHolders
Q1 2021839$194.0K0.1%––Holders

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