Ethic Inc.

SEC CIK: 0001780570
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Ethic 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): 59,981
Value: $63.9M
% of portfolio: 0.8%
Quarters held: 22; Since Q1 2021

Holdings of CAT by Ethic Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	59,981	$63.9M	0.8%	+3,826+6.8%	Added	Holders
Q1 2026	56,155	$39.8M	0.6%	−3,051−5.2%	Reduced	Holders
Q4 2025	59,206	$33.9M	0.5%	+1,382+2.4%	Added	Holders
Q3 2025	57,824	$27.6M	0.5%	−432−0.7%	Reduced	Holders
Q2 2025	58,256	$22.4M	0.4%	+2,152+3.8%	Added	Holders
Q1 2025	56,104	$18.5M	0.4%	−995−1.7%	Reduced	Holders
Q4 2024	57,099	$20.7M	0.4%	+12,388+27.7%	Added	Holders
Q3 2024	44,711	$16.4M	0.4%	−4,567−9.3%	Reduced	Holders
Q2 2024	49,278	$16.4M	0.4%	+4,567+10.2%	Added	Holders
Q1 2024	44,711	$16.4M	0.4%	+1,196+2.7%	Added	Holders
Q4 2023	43,515	$12.9M	0.4%	+2,204+5.3%	Added	Holders
Q3 2023	41,311	$11.3M	0.4%	+3,524+9.3%	Added	Holders
Q2 2023	37,787	$9.30M	0.3%	−290−0.8%	Reduced	Holders
Q1 2023	38,077	$8.71M	0.4%	+9,806+34.7%	Added	Holders
Q4 2022	28,271	$6.77M	0.4%	+13,845+96.0%	Added	Holders
Q3 2022	14,426	$2.37M	0.2%	+2,942+25.6%	Added	Holders
Q2 2022	11,484	$2.05M	0.1%	−9,744−45.9%	Reduced	Holders
Q1 2022	21,228	$4.73M	0.3%	+3,991+23.2%	Added	Holders
Q4 2021	17,237	$3.56M	0.3%	+7,415+75.5%	Added	Holders
Q3 2021	9,822	$1.89M	0.2%	+5,179+111.5%	Added	Holders
Q2 2021	4,643	$1.01M	0.1%	−1,116−19.4%	Reduced	Holders
Q1 2021	5,759	$1.33M	0.2%	–	–	Holders

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