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Livermore
Livermore
ZHEN

Monte Financial Group, LLC

SEC CIK
0001755651
Latest filing
Aug 7, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Monte Financial Group, 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)
1,124
Value
$915.8K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of CAT by Monte Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,124$915.8K0.3%−21−1.8%ReducedHolders
Q1 20261,145$811.2K0.3%−36−3.0%ReducedHolders
Q4 20251,181$676.6K0.3%−27−2.2%ReducedHolders
Q3 20251,208$576.6K0.2%00.0%UnchangedHolders
Q2 20251,208$469.2K0.2%00.0%UnchangedHolders
Q1 20251,208$355.6K0.2%−58−4.6%ReducedHolders
Q4 20241,266$459.1K0.2%−10−0.8%ReducedHolders
Q3 20241,276$499.2K0.2%00.0%UnchangedHolders
Q2 20241,276$425.1K0.2%−288−18.4%ReducedHolders
Q1 20241,564$573.1K0.3%−14,150−90.0%ReducedHolders
Q4 202315,714$4.65M2.2%−2,316−12.8%ReducedHolders
Q3 202318,030$4.92M2.5%−3,917−17.8%ReducedHolders
Q2 202321,947$5.40M2.6%+345+1.6%AddedHolders
Q1 202321,602$4.94M2.6%−1,294−5.7%ReducedHolders
Q4 202222,896$5.48M2.8%−2,934−11.4%ReducedHolders
Q3 202225,830$4.24M2.6%+593+2.3%AddedHolders
Q2 202225,237$4.51M2.6%+311+1.2%AddedHolders
Q1 202224,926$5.55M3.0%+263+1.1%AddedHolders
Q4 202124,663$5.10M2.7%+2,658+12.1%AddedHolders
Q3 202122,005$4.22M2.4%+213+1.0%AddedHolders
Q2 202121,792$4.74M2.7%+2,951+15.7%AddedHolders
Q1 202118,841$4.37M2.7%––Holders

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