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Livermore
Livermore
ZHEN

Old Port Advisors

SEC CIK
0001744348
Latest filing
Jul 21, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Old Port Advisors, 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)
7,489
Value
$7.98M
% of portfolio
1.6%
Quarters held
21
Since Q1 2021
Holdings of CAT by Old Port Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,489$7.98M1.6%+69+0.9%AddedHolders
Q1 20267,420$5.26M1.2%+39+0.5%AddedHolders
Q4 20257,381$4.23M1.0%−82−1.1%ReducedHolders
Q3 20257,463$3.56M0.9%−85−1.1%ReducedHolders
Q2 20257,548$2.93M0.8%−176−2.3%ReducedHolders
Q1 20257,724$2.55M0.8%−150−1.9%ReducedHolders
Q4 20247,874$2.86M0.8%−48−0.6%ReducedHolders
Q3 20247,922$3.10M0.9%−171−2.1%ReducedHolders
Q2 20248,093$2.70M0.8%−57−0.7%ReducedHolders
Q1 20248,150$2.99M0.9%−62−0.8%ReducedHolders
Q4 20238,212$2.43M0.8%−181−2.2%ReducedHolders
Q3 20238,393$2.29M0.8%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 20238,669$1.91M0.7%−293−3.3%ReducedHolders
Q4 20228,962$2.15M0.8%−13−0.1%ReducedHolders
Q3 20228,975$1.60M0.6%−71−0.8%ReducedHolders
Q2 20229,046$1.57M0.6%−101−1.1%ReducedHolders
Q1 20229,147$2.01M0.7%−32−0.3%ReducedHolders
Q4 20219,179$2.04M0.7%−268−2.8%ReducedHolders
Q3 20219,447$1.81M0.7%−425−4.3%ReducedHolders
Q2 20219,872$2.09M0.8%−1,231−11.1%ReducedHolders
Q1 202111,103$2.57M1.0%––Holders

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