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Livermore
Livermore
ZHEN

Mattern Wealth Management LLC

SEC CIK
0001802376
Latest filing
Jul 23, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Mattern Wealth Management 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)
9,771
Value
$10.4M
% of portfolio
1.7%
Quarters held
22
Since Q1 2021
Holdings of CAT by Mattern Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,771$10.4M1.7%+30.0%AddedHolders
Q1 20269,768$6.92M1.3%−40−0.4%ReducedHolders
Q4 20259,808$5.62M1.1%−25−0.3%ReducedHolders
Q3 20259,833$4.69M0.9%−250−2.5%ReducedHolders
Q2 202510,083$3.91M0.8%−20−0.2%ReducedHolders
Q1 202510,103$3.33M0.7%+625+6.6%AddedHolders
Q4 20249,478$3.44M0.8%+3,349+54.6%AddedHolders
Q3 20246,129$2.40M0.5%−21−0.3%ReducedHolders
Q2 20246,150$2.05M0.5%+450+7.9%AddedHolders
Q1 20245,700$2.09M0.5%+10.0%AddedHolders
Q4 20235,699$1.69M0.4%−161−2.7%ReducedHolders
Q3 20235,860$1.60M0.5%−74−1.2%ReducedHolders
Q2 20235,934$1.46M0.4%−201−3.3%ReducedHolders
Q1 20236,135$1.40M0.5%−100−1.6%ReducedHolders
Q4 20226,235$1.49M0.6%00.0%UnchangedHolders
Q3 20226,235$1.02M0.4%+10+0.2%AddedHolders
Q2 20226,225$1.11M0.4%00.0%UnchangedHolders
Q1 20226,225$1.39M0.5%−6−0.1%ReducedHolders
Q4 20216,231$1.29M0.4%−100−1.6%ReducedHolders
Q3 20216,331$1.22M0.4%+6+0.1%AddedHolders
Q2 20216,325$1.31M0.4%−150−2.3%ReducedHolders
Q1 20216,475$1.50M0.5%––Holders

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