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Livermore
Livermore
ZHEN

Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Evoke Wealth, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of CAT by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−4,100−100.0%Sold outHolders
Q1 20264,100$2.90M0.1%+88+2.2%AddedHolders
Q4 20254,012$2.30M<0.1%+222+5.9%AddedHolders
Q3 20253,790$1.81M<0.1%+334+9.7%AddedHolders
Q2 20253,456$1.34M<0.1%+302+9.6%AddedHolders
Q1 20253,154$1.04M<0.1%−89−2.7%ReducedHolders
Q4 20243,243$1.18M<0.1%+771+31.2%AddedHolders
Q3 20242,472$967.0K<0.1%+2,472NewHolders
Q2 20240$00.0%−1,301−100.0%Sold outHolders
Q1 20241,301$476.8K<0.1%+1,301NewHolders
Q4 20230$00.0%−1,108−100.0%Sold outHolders
Q3 20231,108$302.6K<0.1%+94+9.3%AddedHolders
Q2 20231,014$249.4K<0.1%−136−11.8%ReducedHolders
Q1 20231,150$263.2K<0.1%+1,150NewHolders
Q4 20220$00.0%−755−100.0%Sold outHolders
Q3 2022755$124.0K<0.1%−48−6.0%ReducedHolders
Q2 2022803$144.0K<0.1%−6−0.7%ReducedHolders
Q1 2022809$180.0K<0.1%+10+1.3%AddedHolders
Q4 2021799$165.0K<0.1%+1+0.1%AddedHolders
Q3 2021798$153.0K<0.1%+479+150.2%AddedHolders
Q2 2021319$69.0K<0.1%−29−8.3%ReducedHolders
Q1 2021348$81.0K<0.1%––Holders

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