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Livermore
Livermore
ZHEN

HHM Wealth Advisors, LLC

SEC CIK
0001750086
Latest filing
Jul 13, 2026

CAT holding history

Caterpillar Inc in every 13F filed by HHM Wealth 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)
5,112
Value
$5.44M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of CAT by HHM Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,112$5.44M0.5%+15+0.3%AddedHolders
Q1 20265,097$3.61M0.4%−657−11.4%ReducedHolders
Q4 20255,754$3.30M0.4%−5−0.1%ReducedHolders
Q3 20255,759$2.75M0.3%−123−2.1%ReducedHolders
Q2 20255,882$2.28M0.3%−224−3.7%ReducedHolders
Q1 20256,106$2.01M0.3%+125+2.1%AddedHolders
Q4 20245,981$2.17M0.3%+81+1.4%AddedHolders
Q3 20245,900$2.31M0.3%+335+6.0%AddedHolders
Q2 20245,565$1.85M0.3%+2,027+57.3%AddedHolders
Q1 20243,538$1.30M0.2%00.0%UnchangedHolders
Q4 20233,538$1.05M0.2%−15−0.4%ReducedHolders
Q3 20233,553$969.9K0.2%+243+7.3%AddedHolders
Q2 20233,310$814.3K0.2%−550−14.2%ReducedHolders
Q1 20233,860$883.4K0.2%+768+24.8%AddedHolders
Q4 20223,092$740.8K0.2%−50−1.6%ReducedHolders
Q3 20223,142$516.0K0.1%+224+7.7%AddedHolders
Q2 20222,918$522.0K0.1%−100−3.3%ReducedHolders
Q1 20223,018$672.0K0.2%−330−9.9%ReducedHolders
Q4 20213,348$692.0K0.2%−170−4.8%ReducedHolders
Q3 20213,518$675.0K0.2%00.0%UnchangedHolders
Q2 20213,518$766.0K0.2%+18+0.5%AddedHolders
Q1 20213,500$812.0K0.3%––Holders

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