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Leelyn Smith, LLC

SEC CIK
0001777817
Latest filing
Jul 23, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Leelyn Smith, 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)
5,765
Value
$6.14M
% of portfolio
0.7%
Quarters held
10
Since Q1 2021
Holdings of CAT by Leelyn Smith, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,765$6.14M0.7%+295+5.4%AddedHolders
Q1 20265,470$3.88M0.5%+5,470NewHolders
Q1 20230$00.0%−215−100.0%Sold outHolders
Q4 2022215$51.5K<0.1%−1−0.5%ReducedHolders
Q3 2022216$35.0K<0.1%00.0%UnchangedHolders
Q2 2022216$39.0K<0.1%+73+51.0%AddedHolders
Q1 2022143$32.0K<0.1%00.0%UnchangedHolders
Q4 2021143$30.0K<0.1%00.0%UnchangedHolders
Q3 2021143$27.0K<0.1%00.0%UnchangedHolders
Q2 2021143$31.0K<0.1%00.0%UnchangedHolders
Q1 2021143$33.0K<0.1%––Holders

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