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Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Marks Group Wealth Management, 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)
2,400
Value
$2.56M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of CAT by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,400$2.56M0.2%+6+0.3%AddedHolders
Q1 20262,394$1.70M0.2%−158−6.2%ReducedHolders
Q4 20252,552$1.46M0.1%+264+11.5%AddedHolders
Q3 20252,288$1.09M0.1%+173+8.2%AddedHolders
Q2 20252,115$821.1K0.1%+21+1.0%AddedHolders
Q1 20252,094$690.6K0.1%−117−5.3%ReducedHolders
Q4 20242,211$802.1K0.1%+161+7.9%AddedHolders
Q3 20242,050$801.8K0.1%−184−8.2%ReducedHolders
Q2 20242,234$744.2K0.1%00.0%UnchangedHolders
Q1 20242,234$818.7K0.1%00.0%UnchangedHolders
Q4 20232,234$660.6K0.1%+86+4.0%AddedHolders
Q3 20232,148$586.4K0.1%+400+22.9%AddedHolders
Q2 20231,748$430.1K0.1%00.0%UnchangedHolders
Q1 20231,748$400.0K0.1%00.0%UnchangedHolders
Q4 20221,748$418.8K0.1%00.0%UnchangedHolders
Q3 20221,748$287.0K<0.1%−247−12.4%ReducedHolders
Q2 20221,995$357.0K0.1%+51+2.6%AddedHolders
Q1 20221,944$433.0K0.1%+154+8.6%AddedHolders
Q4 20211,790$368.0K<0.1%+698+63.9%AddedHolders
Q3 20211,092$210.0K<0.1%+1,092NewHolders
Q2 20210$00.0%−945−100.0%Sold outHolders
Q1 2021945$215.0K<0.1%––Holders

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