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Livermore
Livermore
ZHEN

Change Path, LLC

SEC CIK
0001739728
Latest filing
Aug 13, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Change Path, 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)
10,352
Value
$11.0M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CAT by Change Path, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,352$11.0M0.2%−1,316−11.3%ReducedHolders
Q1 202611,668$8.27M0.2%+779+7.2%AddedHolders
Q4 202510,889$6.24M0.2%−119−1.1%ReducedHolders
Q3 202511,008$5.25M0.1%−62−0.6%ReducedHolders
Q2 202511,070$4.30M0.1%+1,878+20.4%AddedHolders
Q1 20259,192$3.03M0.1%+1,022+12.5%AddedHolders
Q4 20248,170$2.96M0.1%−1,960−19.3%ReducedHolders
Q3 202410,130$3.96M0.1%+1,263+14.2%AddedHolders
Q2 20248,867$2.95M0.1%−14−0.2%ReducedHolders
Q1 20248,881$3.25M0.1%+4,978+127.5%AddedHolders
Q4 20233,903$1.15M0.1%+671+20.8%AddedHolders
Q3 20233,232$882.0K0.1%−1,012−23.8%ReducedHolders
Q2 20234,244$1.04M<0.1%+694+19.5%AddedHolders
Q1 20233,550$812.0K<0.1%+506+16.6%AddedHolders
Q4 20223,044$729.0K<0.1%−543−15.1%ReducedHolders
Q3 20223,587$589.0K<0.1%−248−6.5%ReducedHolders
Q2 20223,835$685.0K<0.1%−3,338−46.5%ReducedHolders
Q1 20227,173$1.60M0.1%+3,626+102.2%AddedHolders
Q4 20213,547$733.0K<0.1%+685+23.9%AddedHolders
Q3 20212,862$549.0K<0.1%−64−2.2%ReducedHolders
Q2 20212,926$637.0K<0.1%+49+1.7%AddedHolders
Q1 20212,877$667.0K0.1%––Holders

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