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Insight Financial Services

SEC CIK
0001765617
Latest filing
Aug 10, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Insight Financial Services, 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)
53
Value
$57.1K
% of portfolio
<0.1%
Quarters held
3
Since Q4 2025
Holdings of CAT by Insight Financial Services, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202653$57.1K<0.1%00.0%UnchangedHolders
Q1 202653$38.0K<0.1%00.0%UnchangedHolders
Q4 202553$30.7K<0.1%+53NewHolders