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Livermore
Livermore
ZHEN

HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

CAT holding history

Caterpillar Inc in every 13F filed by HighMark 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)
345
Value
$367.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CAT by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026345$367.6K0.1%00.0%UnchangedHolders
Q1 2026345$244.6K0.1%00.0%UnchangedHolders
Q4 2025345$197.7K0.1%−9−2.5%ReducedHolders
Q3 2025354$168.7K0.1%+1+0.3%AddedHolders
Q2 2025353$137.2K0.1%00.0%UnchangedHolders
Q1 2025353$116.5K0.1%+1+0.3%AddedHolders
Q4 2024352$127.8K0.1%00.0%UnchangedHolders
Q3 2024352$137.7K0.1%00.0%UnchangedHolders
Q2 2024352$117.3K0.1%00.0%UnchangedHolders
Q1 2024352$129.0K0.1%00.0%UnchangedHolders
Q4 2023352$104.0K0.1%00.0%UnchangedHolders
Q3 2023352$96.0K0.1%00.0%UnchangedHolders
Q2 2023352$86.5K0.1%+1+0.3%AddedHolders
Q1 2023351$80.4K0.1%−29−7.6%ReducedHolders
Q4 2022380$91.1K0.1%+2+0.5%AddedHolders
Q3 2022378$62.0K0.1%00.0%UnchangedHolders
Q2 2022378$68.0K0.1%00.0%UnchangedHolders
Q1 2022378$84.0K0.1%00.0%UnchangedHolders
Q4 2021378$78.0K<0.1%00.0%UnchangedHolders
Q3 2021378$72.0K0.1%−13−3.3%ReducedHolders
Q2 2021391$88.0K0.1%−48−10.9%ReducedHolders
Q1 2021439$102.0K0.1%––Holders

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