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Livermore
Livermore
ZHEN

Key Financial Inc

SEC CIK
0001801720
Latest filing
Jul 24, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Key Financial Inc, 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)
688
Value
$732.7K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CAT by Key Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026688$732.7K0.1%−2,001−74.4%ReducedHolders
Q1 20262,689$1.91M0.3%+71+2.7%AddedHolders
Q4 20252,618$1.50M0.3%−50−1.9%ReducedHolders
Q3 20252,668$1.28M0.2%−100−3.6%ReducedHolders
Q2 20252,768$1.07M0.2%+30+1.1%AddedHolders
Q1 20252,738$903.0K0.2%00.0%UnchangedHolders
Q4 20242,738$993.2K0.2%−16−0.6%ReducedHolders
Q3 20242,754$1.08M0.2%+12+0.4%AddedHolders
Q2 20242,742$913.4K0.2%00.0%UnchangedHolders
Q1 20242,742$1.00M0.3%00.0%UnchangedHolders
Q4 20232,742$810.7K0.2%00.0%UnchangedHolders
Q3 20232,742$748.6K0.3%00.0%UnchangedHolders
Q2 20232,742$674.7K0.2%+17+0.6%AddedHolders
Q1 20232,725$623.6K0.2%00.0%UnchangedHolders
Q4 20222,725$447.1K0.2%00.0%UnchangedHolders
Q3 20222,725$447.0K0.2%+2,100+336.0%AddedHolders
Q2 2022625$111.0K0.1%00.0%UnchangedHolders
Q1 2022625$139.0K0.1%+300+92.3%AddedHolders
Q4 2021325$67.0K<0.1%00.0%UnchangedHolders
Q3 2021325$62.0K<0.1%−50−13.3%ReducedHolders
Q2 2021375$78.0K<0.1%+125+50.0%AddedHolders
Q1 2021250$58.0K<0.1%––Holders

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