Robertson Stephens Wealth Management, LLC

SEC CIK: 0001767307
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Robertson Stephens Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 22,564
Value: $24.0M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of CAT by Robertson Stephens Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,564	$24.0M	0.6%	−164−0.7%	Reduced	Holders
Q1 2026	22,728	$16.1M	0.5%	+253+1.1%	Added	Holders
Q4 2025	22,475	$12.9M	0.4%	+10,406+86.2%	Added	Holders
Q3 2025	12,069	$5.76M	0.2%	−2,841−19.1%	Reduced	Holders
Q2 2025	14,910	$5.79M	0.2%	−1,143−7.1%	Reduced	Holders
Q1 2025	16,053	$5.29M	0.2%	−1,487−8.5%	Reduced	Holders
Q4 2024	17,540	$6.36M	0.2%	+3,513+25.0%	Added	Holders
Q3 2024	14,027	$5.49M	0.2%	−4,236−23.2%	Reduced	Holders
Q2 2024	18,263	$6.08M	0.3%	+3,656+25.0%	Added	Holders
Q1 2024	14,607	$5.35M	0.3%	−100−0.7%	Reduced	Holders
Q4 2023	14,707	$4.35M	0.3%	−177−1.2%	Reduced	Holders
Q3 2023	14,884	$4.06M	0.3%	−389−2.5%	Reduced	Holders
Q2 2023	15,273	$3.76M	0.3%	−819−5.1%	Reduced	Holders
Q1 2023	16,092	$3.68M	0.3%	+1,210+8.1%	Added	Holders
Q4 2022	14,882	$3.57M	0.3%	+545+3.8%	Added	Holders
Q3 2022	14,337	$2.35M	0.3%	+9,664+206.8%	Added	Holders
Q2 2022	4,673	$835.0K	0.1%	−93−2.0%	Reduced	Holders
Q1 2022	4,766	$1.06M	0.1%	−325−6.4%	Reduced	Holders
Q4 2021	5,091	$1.05M	0.1%	+1,380+37.2%	Added	Holders
Q3 2021	3,711	$712.0K	0.1%	+200+5.7%	Added	Holders
Q2 2021	3,511	$764.0K	0.1%	+771+28.1%	Added	Holders
Q1 2021	2,740	$635.0K	0.1%	–	–	Holders

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