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Pennington Partners & Co., LLC

SEC CIK
0001779355
Latest filing
Aug 14, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Pennington Partners & Co., 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)
487
Value
$518.7K
% of portfolio
0.2%
Quarters held
4
Since Q4 2024
Holdings of CAT by Pennington Partners & Co., LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026487$518.7K0.2%+42+9.4%AddedHolders
Q1 2026445$315.0K0.1%+26+6.2%AddedHolders
Q4 2025419$240.0K0.1%+419NewHolders
Q1 20250$00.0%−614−100.0%Sold outHolders
Q4 2024614$222.9K0.1%–No prior filingHolders