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Targeted Financial Services LLC

SEC CIK
0001758288
Latest filing
Jul 16, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Targeted Financial Services 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)
795
Value
$846.6K
% of portfolio
0.6%
Quarters held
3
Since Q4 2025
Holdings of CAT by Targeted Financial Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026795$846.6K0.6%+165+26.2%AddedHolders
Q1 2026630$446.3K0.4%+100+18.9%AddedHolders
Q4 2025530$303.6K0.3%–No prior filingHolders