ERn Financial, LLC

SEC CIK: 0001768302
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by ERn Financial, 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): 221
Value: $235.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2024

Holdings of CAT by ERn Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	221	$235.3K	<0.1%	+221	New	Holders
Q1 2025	0	$0	0.0%	−645−100.0%	Sold out	Holders
Q4 2024	645	$233.8K	<0.1%	+82+14.6%	Added	Holders
Q3 2024	563	$220.3K	<0.1%	+563	New	Holders