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Livermore
Livermore
ZHEN

Winthrop Advisory Group LLC

SEC CIK
0001739043
Latest filing
Jul 17, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Winthrop Advisory 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)
2,189
Value
$2.33M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of CAT by Winthrop Advisory Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,189$2.33M0.2%+113+5.4%AddedHolders
Q1 20262,076$1.47M0.1%−2−0.1%ReducedHolders
Q4 20252,078$1.19M0.1%+30+1.5%AddedHolders
Q3 20252,048$977.0K0.1%+3+0.1%AddedHolders
Q2 20252,045$793.9K0.1%+30+1.5%AddedHolders
Q1 20252,015$664.6K0.1%+2+0.1%AddedHolders
Q4 20242,013$730.1K0.1%−6−0.3%ReducedHolders
Q3 20242,019$789.7K0.1%+5+0.2%AddedHolders
Q2 20242,014$670.9K0.1%−18−0.9%ReducedHolders
Q1 20242,032$744.4K0.1%−49−2.4%ReducedHolders
Q4 20232,081$615.2K0.1%+205+10.9%AddedHolders
Q3 20231,876$512.3K0.1%−121−6.1%ReducedHolders
Q2 20231,997$491.5K0.1%+97+5.1%AddedHolders
Q1 20231,900$434.8K0.1%−60−3.1%ReducedHolders
Q4 20221,960$469.5K0.1%+53+2.8%AddedHolders
Q3 20221,907$313.0K0.1%+2+0.1%AddedHolders
Q2 20221,905$340.0K0.1%+877+85.3%AddedHolders
Q1 20221,028$229.0K<0.1%−12−1.2%ReducedHolders
Q4 20211,040$215.0K<0.1%+1,040NewHolders
Q3 20210$00.0%−1,036−100.0%Sold outHolders
Q2 20211,036$226.0K0.1%+51+5.2%AddedHolders
Q1 2021985$228.0K0.1%––Holders

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