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Livermore
Livermore
ZHEN

Sound View Wealth Advisors Group, LLC

SEC CIK
0001784777
Latest filing
Aug 11, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Sound View Wealth Advisors Group, 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)
9,741
Value
$10.4M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of CAT by Sound View Wealth Advisors Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,741$10.4M0.6%−141−1.4%ReducedHolders
Q1 20269,882$7.00M0.5%−141−1.4%ReducedHolders
Q4 202510,023$5.74M0.4%−389−3.7%ReducedHolders
Q3 202510,412$4.97M0.3%−88−0.8%ReducedHolders
Q2 202510,500$4.08M0.3%−1,215−10.4%ReducedHolders
Q1 202511,715$3.86M0.3%−212−1.8%ReducedHolders
Q4 202411,927$4.33M0.3%+519+4.5%AddedHolders
Q3 202411,408$4.46M0.4%+1,650+16.9%AddedHolders
Q2 20249,758$3.25M0.3%+280+3.0%AddedHolders
Q1 20249,478$3.47M0.4%−785−7.6%ReducedHolders
Q4 202310,263$3.03M0.3%+994+10.7%AddedHolders
Q3 20239,269$2.53M0.3%+4,767+105.9%AddedHolders
Q2 20234,502$1.11M0.1%−39−0.9%ReducedHolders
Q1 20234,541$1.04M0.1%−5,722−55.8%ReducedHolders
Q4 202210,263$3.03M0.3%+6,217+153.7%AddedHolders
Q3 20224,046$664.0K0.1%−8−0.2%ReducedHolders
Q2 20224,054$725.0K0.2%+1,228+43.5%AddedHolders
Q1 20222,826$630.0K0.1%+259+10.1%AddedHolders
Q4 20212,567$531.0K0.1%−61−2.3%ReducedHolders
Q3 20212,628$504.0K0.1%+112+4.5%AddedHolders
Q2 20212,516$548.0K0.1%−619−19.7%ReducedHolders
Q1 20213,135$727.0K0.2%––Holders

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