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Game Plan Financial Advisors, LLC

SEC CIK
0001802952
Latest filing
Aug 7, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Game Plan 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)
20
Value
$21.3K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of CAT by Game Plan Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620$21.3K<0.1%00.0%UnchangedHolders
Q1 202620$14.2K<0.1%00.0%UnchangedHolders
Q4 202520$11.5K<0.1%00.0%UnchangedHolders
Q3 202520$9.54K<0.1%00.0%UnchangedHolders
Q2 202520$7.76K<0.1%−20−50.0%ReducedHolders
Q1 202540$13.2K<0.1%00.0%UnchangedHolders
Q4 202440$14.5K<0.1%00.0%UnchangedHolders
Q3 202440$15.6K<0.1%00.0%UnchangedHolders
Q2 202440$13.3K<0.1%00.0%UnchangedHolders
Q1 202440$14.7K<0.1%00.0%UnchangedHolders
Q4 202340$11.8K<0.1%–No prior filingHolders
Q3 20220$00.0%−2,045−100.0%Sold outHolders
Q2 20222,045$364.0K0.3%−50−2.4%ReducedHolders
Q1 20222,095$467.0K0.3%00.0%UnchangedHolders
Q4 20212,095$433.0K0.2%+110+5.5%AddedHolders
Q3 20211,985$381.0K0.2%+500+33.7%AddedHolders
Q2 20211,485$323.0K0.2%−5−0.3%ReducedHolders
Q1 20211,490$347.0K0.2%––Holders

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