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Livermore
Livermore
ZHEN

Centerpoint Advisors, LLC

SEC CIK
0001733788
Latest filing
Aug 5, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Centerpoint 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)
215
Value
$229.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CAT by Centerpoint Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026215$229.0K0.1%00.0%UnchangedHolders
Q1 2026215$152.0K<0.1%00.0%UnchangedHolders
Q4 2025215$123.0K<0.1%00.0%UnchangedHolders
Q3 2025215$103.0K<0.1%00.0%UnchangedHolders
Q2 2025215$83.0K<0.1%00.0%UnchangedHolders
Q1 2025215$71.0K<0.1%00.0%UnchangedHolders
Q4 2024215$78.0K<0.1%−125−36.8%ReducedHolders
Q3 2024340$133.0K<0.1%00.0%UnchangedHolders
Q2 2024340$113.0K<0.1%00.0%UnchangedHolders
Q1 2024340$125.0K<0.1%00.0%UnchangedHolders
Q4 2023340$101.0K<0.1%00.0%UnchangedHolders
Q3 2023340$93.0K<0.1%00.0%UnchangedHolders
Q2 2023340$84.0K<0.1%00.0%UnchangedHolders
Q1 2023340$78.0K<0.1%00.0%UnchangedHolders
Q4 2022340$81.0K<0.1%00.0%UnchangedHolders
Q3 2022340$56.0K<0.1%−150−30.6%ReducedHolders
Q2 2022490$88.0K<0.1%+150+44.1%AddedHolders
Q1 2022340$76.0K<0.1%00.0%UnchangedHolders
Q4 2021340$70.0K<0.1%00.0%UnchangedHolders
Q3 2021340$65.0K<0.1%−67−16.5%ReducedHolders
Q2 2021407$89.0K<0.1%+67+19.7%AddedHolders
Q1 2021340$79.0K<0.1%––Holders

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