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Exeter Financial, LLC

SEC CIK
0001752045
Latest filing
Jul 16, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Exeter Financial, 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)
370
Value
$393.6K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of CAT by Exeter Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026370$393.6K0.2%+1+0.3%AddedHolders
Q1 2026369$261.5K0.1%00.0%UnchangedHolders
Q4 2025369$211.1K0.1%+369NewHolders