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Livermore
Livermore
ZHEN

Capital Square, LLC

SEC CIK
0001798736
Latest filing
Aug 12, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Capital Square, 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)
1,460
Value
$1.39M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of CAT by Capital Square, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,460$1.39M0.6%+10+0.7%AddedHolders
Q1 20261,450$1.21M0.6%−151−9.4%ReducedHolders
Q4 20251,601$916.9K0.5%+1+0.1%AddedHolders
Q3 20251,600$763.7K0.4%−53−3.2%ReducedHolders
Q2 20251,653$671.2K0.4%−1−0.1%ReducedHolders
Q1 20251,654$545.3K0.3%−148−8.2%ReducedHolders
Q4 20241,802$734.8K0.4%+113+6.7%AddedHolders
Q3 20241,689$660.8K0.4%−316−15.8%ReducedHolders
Q2 20242,005$697.7K0.5%−40−2.0%ReducedHolders
Q1 20242,045$749.6K0.5%00.0%UnchangedHolders
Q4 20232,045$604.7K0.7%−45−2.2%ReducedHolders
Q3 20232,090$541.9K0.7%−2−0.1%ReducedHolders
Q2 20232,092$514.9K0.5%+690+49.2%AddedHolders
Q1 20231,402$293.4K0.3%−132−8.6%ReducedHolders
Q4 20221,534$367.6K0.3%00.0%UnchangedHolders
Q3 20221,534$251.0K0.2%00.0%UnchangedHolders
Q2 20221,534$274.0K0.2%−2,005−56.7%ReducedHolders
Q1 20223,539$788.0K0.6%−44−1.2%ReducedHolders
Q4 20213,583$787.0K0.5%00.0%UnchangedHolders
Q3 20213,583$696.0K0.5%+2,025+130.0%AddedHolders
Q2 20211,558$328.0K0.2%−105−6.3%ReducedHolders
Q1 20211,663$383.0K0.3%––Holders

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