Global Retirement Partners, LLC

SEC CIK: 0001749744
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Global Retirement Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 24,854
Value: $26.5M
% of portfolio: 0.4%
Quarters held: 19; Since Q1 2021

Holdings of CAT by Global Retirement Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	24,854	$26.5M	0.4%	–	No prior filing	Holders
Q1 2026	–	–	–	–	Not filed	Holders
Q4 2025	22,306	$12.8M	0.2%	+4,325+24.1%	Added	Holders
Q3 2025	17,981	$8.58M	0.2%	+1,779+11.0%	Added	Holders
Q2 2025	16,202	$6.29M	0.2%	–	No prior filing	Holders
Q1 2025	–	–	–	–	Not filed	Holders
Q4 2024	20,258	$7.35M	0.2%	−2,706−11.8%	Reduced	Holders
Q3 2024	22,964	$8.98M	0.3%	+498+2.2%	Added	Holders
Q2 2024	22,466	$7.48M	0.2%	+3,232+16.8%	Added	Holders
Q1 2024	19,234	$7.05M	0.3%	+367+1.9%	Added	Holders
Q4 2023	18,867	$5.42M	0.2%	−1,588−7.8%	Reduced	Holders
Q3 2023	20,455	$5.42M	0.3%	+564+2.8%	Added	Holders
Q2 2023	19,891	$4.89M	0.2%	+1,349+7.3%	Added	Holders
Q1 2023	18,542	$4.00M	0.2%	+210+1.1%	Added	Holders
Q4 2022	18,332	$4.39M	0.3%	−399−2.1%	Reduced	Holders
Q3 2022	18,731	$4.05M	0.3%	+570+3.1%	Added	Holders
Q2 2022	18,161	$3.25M	0.3%	−1,037−5.4%	Reduced	Holders
Q1 2022	19,198	$3.95M	0.3%	+19,198	New	Holders
Q4 2021	0	$0	0.0%	−17,674−100.0%	Sold out	Holders
Q3 2021	17,674	$3.39M	0.3%	+1,107+6.7%	Added	Holders
Q2 2021	16,567	$3.60M	0.4%	+1,121+7.3%	Added	Holders
Q1 2021	15,446	$3.58M	0.4%	–	–	Holders

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