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Livermore
Livermore
ZHEN

Jupiter Wealth Management LLC

SEC CIK
0001774207
Latest filing
Aug 10, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Jupiter 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 overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
808
Value
$860.4K
% of portfolio
0.3%
Quarters held
20
Since Q3 2021
Holdings of CAT by Jupiter Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026808$860.4K0.3%00.0%UnchangedHolders
Q1 2026808$729.1K0.3%00.0%UnchangedHolders
Q4 2025808$612.7K0.3%00.0%UnchangedHolders
Q3 2025808$385.5K0.2%00.0%UnchangedHolders
Q2 2025808$334.3K0.2%00.0%UnchangedHolders
Q1 2025808$284.9K0.2%−450−35.8%ReducedHolders
Q4 20241,258$456.4K0.2%00.0%UnchangedHolders
Q3 20241,258$492.0K0.3%−242−16.1%ReducedHolders
Q2 20241,500$519.3K0.3%00.0%UnchangedHolders
Q1 20241,500$516.8K0.3%00.0%UnchangedHolders
Q4 20231,500$443.5K0.3%00.0%UnchangedHolders
Q3 20231,500$359.5K0.2%00.0%UnchangedHolders
Q2 20231,500$369.1K0.3%00.0%UnchangedHolders
Q1 20231,500$343.3K0.3%−452−23.2%ReducedHolders
Q4 20221,952$467.0K0.5%+952+95.2%AddedHolders
Q3 20221,000$164.0K0.2%−6,965−87.4%ReducedHolders
Q2 20227,965$1.42M1.3%−3,427−30.1%ReducedHolders
Q1 202211,392$2.54M1.6%+2,427+27.1%AddedHolders
Q4 20218,965$1.85M1.0%+1,000+12.6%AddedHolders
Q3 20217,965$1.65M0.8%+7,965NewHolders