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Livermore
Livermore
ZHEN

Transcend Wealth Collective, LLC

SEC CIK
0001776082
Latest filing
Aug 4, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Transcend Wealth Collective, 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)
1,926
Value
$2.05M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CAT by Transcend Wealth Collective, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,926$2.05M0.1%+173+9.9%AddedHolders
Q1 20261,753$1.24M0.1%−38−2.1%ReducedHolders
Q4 20251,791$1.03M0.1%−1,411−44.1%ReducedHolders
Q3 20253,202$1.53M0.1%−248−7.2%ReducedHolders
Q2 20253,450$1.34M0.1%−374−9.8%ReducedHolders
Q1 20253,824$1.26M0.1%+197+5.4%AddedHolders
Q4 20243,627$1.32M0.1%+258+7.7%AddedHolders
Q3 20243,369$1.32M0.1%+112+3.4%AddedHolders
Q2 20243,257$1.08M0.1%+348+12.0%AddedHolders
Q1 20242,909$1.07M0.1%−124−4.1%ReducedHolders
Q4 20233,033$896.9K0.1%−1,651−35.2%ReducedHolders
Q3 20234,684$1.28M0.1%+1,049+28.9%AddedHolders
Q2 20233,635$894.5K0.1%−86−2.3%ReducedHolders
Q1 20233,721$851.6K0.1%−570−13.3%ReducedHolders
Q4 20224,291$1.03M0.1%−227−5.0%ReducedHolders
Q3 20224,518$741.0K0.1%+950+26.6%AddedHolders
Q2 20223,568$638.0K0.1%+166+4.9%AddedHolders
Q1 20223,402$758.0K0.1%+214+6.7%AddedHolders
Q4 20213,188$659.0K0.1%+659+26.1%AddedHolders
Q3 20212,529$505.0K<0.1%+209+9.0%AddedHolders
Q2 20212,320$505.0K0.1%+304+15.1%AddedHolders
Q1 20212,016$466.0K0.1%––Holders

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