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Private Portfolio Partners LLC

SEC CIK
0001766520
Latest filing
Feb 12, 2025

CAT holding history

Caterpillar Inc in every 13F filed by Private Portfolio Partners 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 Q4 2024 holdings

Shares (Q4 2024)
982
Value
$356.2K
% of portfolio
0.1%
Quarters held
12
Since Q1 2021
Holdings of CAT by Private Portfolio Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2024982$356.2K0.1%−31−3.1%ReducedHolders
Q3 20241,013$396.0K0.1%+1,013NewHolders
Q2 20240$00.0%−1,008−100.0%Sold outHolders
Q1 20241,008$369.4K0.1%−473−31.9%ReducedHolders
Q4 20231,481$437.8K0.1%+465+45.8%AddedHolders
Q3 20231,016$277.2K0.1%−68−6.3%ReducedHolders
Q2 20231,084$266.8K0.1%00.0%UnchangedHolders
Q1 20231,084$248.1K0.1%+5+0.5%AddedHolders
Q4 20221,079$258.4K0.1%−874−44.8%ReducedHolders
Q3 20221,953$320.5K0.1%+200+11.4%AddedHolders
Q2 20221,753$313.4K0.1%−254−12.7%ReducedHolders
Q1 20222,007$447.4K0.1%+2,007NewHolders
Q2 20210$00.0%−875−100.0%Sold outHolders
Q1 2021875$202.9K0.1%––Holders

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