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Livermore
Livermore
ZHEN

Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Avion Wealth, 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)
257
Value
$273.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CAT by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026257$273.0K0.1%−170−39.8%ReducedHolders
Q1 2026427$302.0K0.1%+8+1.9%AddedHolders
Q4 2025419$239.0K0.1%+1+0.2%AddedHolders
Q3 2025418$199.0K<0.1%+104+33.1%AddedHolders
Q2 2025314$121.0K<0.1%−177−36.0%ReducedHolders
Q1 2025491$177.0K<0.1%00.0%UnchangedHolders
Q4 2024491$177.0K<0.1%+203+70.5%AddedHolders
Q3 2024288$112.0K<0.1%+5+1.8%AddedHolders
Q2 2024283$94.0K<0.1%+9+3.3%AddedHolders
Q1 2024274$101.0K<0.1%+2+0.7%AddedHolders
Q4 2023272$80.0K<0.1%−9−3.2%ReducedHolders
Q3 2023281$76.0K<0.1%+13+4.9%AddedHolders
Q2 2023268$64.0K<0.1%+21+8.5%AddedHolders
Q1 2023247$59.0K<0.1%+1+0.4%AddedHolders
Q4 2022246$40.0K<0.1%00.0%UnchangedHolders
Q3 2022246$40.0K<0.1%−25−9.2%ReducedHolders
Q2 2022271$48.0K<0.1%+25+10.2%AddedHolders
Q1 2022246$55.0K<0.1%00.0%UnchangedHolders
Q4 2021246$51.0K<0.1%00.0%UnchangedHolders
Q3 2021246$47.0K<0.1%00.0%UnchangedHolders
Q2 2021246$53.0K<0.1%00.0%UnchangedHolders
Q1 2021246$57.0K<0.1%––Holders

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