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Livermore
Livermore
ZHEN

TSFG, LLC

SEC CIK
0001800513
Latest filing
Jul 23, 2026

CAT holding history

Caterpillar Inc in every 13F filed by TSFG, 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)
289
Value
$307.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CAT by TSFG, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026289$307.0K<0.1%+1+0.3%AddedHolders
Q1 2026288$204.0K<0.1%−4−1.4%ReducedHolders
Q4 2025292$167.0K<0.1%+38+15.0%AddedHolders
Q3 2025254$121.0K<0.1%−25−9.0%ReducedHolders
Q2 2025279$108.0K<0.1%+25+9.8%AddedHolders
Q1 2025254$84.0K<0.1%+25+10.9%AddedHolders
Q4 2024229$83.0K<0.1%−300−56.7%ReducedHolders
Q3 2024529$207.0K<0.1%00.0%UnchangedHolders
Q2 2024529$176.0K<0.1%−38−6.7%ReducedHolders
Q1 2024567$208.0K0.1%+77+15.7%AddedHolders
Q4 2023490$145.0K<0.1%−78−13.7%ReducedHolders
Q3 2023568$155.0K0.1%00.0%UnchangedHolders
Q2 2023568$140.0K0.1%+8+1.4%AddedHolders
Q1 2023560$128.0K<0.1%−112−16.7%ReducedHolders
Q4 2022672$161.0K0.1%−39−5.5%ReducedHolders
Q3 2022711$117.0K0.1%−4−0.6%ReducedHolders
Q2 2022715$128.0K0.1%+5+0.7%AddedHolders
Q1 2022710$158.0K0.1%+1+0.1%AddedHolders
Q4 2021709$147.0K0.1%−78−9.9%ReducedHolders
Q3 2021787$151.0K0.1%−44−5.3%ReducedHolders
Q2 2021831$181.0K0.1%+108+14.9%AddedHolders
Q1 2021723$168.0K0.1%––Holders

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