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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

CAT holding history

Caterpillar Inc in every 13F filed by CWS Financial Advisors, 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)
1,009
Value
$1.07M
% of portfolio
0.2%
Quarters held
19
Since Q1 2021
Holdings of CAT by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,009$1.07M0.2%00.0%UnchangedHolders
Q1 20261,009$714.8K0.2%+5+0.5%AddedHolders
Q4 20251,004$575.2K0.2%00.0%UnchangedHolders
Q3 20251,004$479.1K0.1%00.0%UnchangedHolders
Q2 20251,004$389.8K0.1%−300−23.0%ReducedHolders
Q1 20251,304$430.1K0.1%+300+29.9%AddedHolders
Q4 20241,004$364.2K0.1%00.0%UnchangedHolders
Q3 20241,004$392.7K0.1%00.0%UnchangedHolders
Q2 20241,004$334.4K0.1%00.0%UnchangedHolders
Q1 20241,004$367.9K0.2%−36−3.5%ReducedHolders
Q4 20231,040$307.5K0.1%−300−22.4%ReducedHolders
Q3 20231,340$365.8K0.1%−282−17.4%ReducedHolders
Q2 20231,622$399.1K0.2%+282+21.0%AddedHolders
Q1 20231,340$306.6K0.1%+16+1.2%AddedHolders
Q4 20221,324$307.0K0.1%+1,324NewHolders
Q2 20220$00.0%−1,360−100.0%Sold outHolders
Q1 20221,360$303.0K0.1%00.0%UnchangedHolders
Q4 20211,360$281.0K0.1%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20211,324$288.0K0.1%00.0%UnchangedHolders
Q1 20211,324$307.0K0.1%––Holders

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