Great Valley Advisor Group, Inc.

SEC CIK: 0001769897
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Great Valley Advisor Group, Inc., 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): 10,533
Value: $11.2M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of CAT by Great Valley Advisor Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,533	$11.2M	0.2%	+1,422+15.6%	Added	Holders
Q1 2026	9,111	$6.46M	0.1%	+122+1.4%	Added	Holders
Q4 2025	8,989	$5.15M	0.1%	−77−0.8%	Reduced	Holders
Q3 2025	9,066	$4.33M	0.1%	−228−2.5%	Reduced	Holders
Q2 2025	9,294	$3.61M	0.1%	−1,258−11.9%	Reduced	Holders
Q1 2025	10,552	$3.48M	0.1%	+444+4.4%	Added	Holders
Q4 2024	10,108	$3.67M	0.1%	−187−1.8%	Reduced	Holders
Q3 2024	10,295	$4.03M	0.1%	−4,145−28.7%	Reduced	Holders
Q2 2024	14,440	$4.81M	0.1%	+532+3.8%	Added	Holders
Q1 2024	13,908	$5.10M	0.2%	−1,844−11.7%	Reduced	Holders
Q4 2023	15,752	$4.66M	0.2%	−1,569−9.1%	Reduced	Holders
Q3 2023	17,321	$4.73M	0.2%	+3,666+26.8%	Added	Holders
Q2 2023	13,655	$3.36M	0.1%	+934+7.3%	Added	Holders
Q1 2023	12,721	$2.91M	0.1%	+4,374+52.4%	Added	Holders
Q4 2022	8,347	$2.00M	0.1%	−1,025−10.9%	Reduced	Holders
Q3 2022	9,372	$1.54M	0.1%	+283+3.1%	Added	Holders
Q2 2022	9,089	$1.63M	0.1%	+2,314+34.2%	Added	Holders
Q1 2022	6,775	$1.46M	0.1%	+109+1.6%	Added	Holders
Q4 2021	6,666	$1.33M	0.1%	+21+0.3%	Added	Holders
Q3 2021	6,645	$1.28M	0.1%	−9,012−57.6%	Reduced	Holders
Q2 2021	15,657	$3.45M	0.3%	+810+5.5%	Added	Holders
Q1 2021	14,847	$3.44M	0.3%	–	–	Holders

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