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Petix & Botte Co

SEC CIK
0001803255
Latest filing
Aug 4, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Petix & Botte Co, 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)
1,376
Value
$1.47M
% of portfolio
0.3%
Quarters held
15
Since Q3 2021
Holdings of CAT by Petix & Botte Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,376$1.47M0.3%+689+100.3%AddedHolders
Q1 2026687$973.4K0.2%−625−47.6%ReducedHolders
Q4 20251,312$751.6K0.2%00.0%UnchangedHolders
Q3 20251,312$626.0K0.1%00.0%UnchangedHolders
Q2 20251,312$509.3K0.1%00.0%UnchangedHolders
Q1 20251,312$432.7K0.1%00.0%UnchangedHolders
Q4 20241,312$475.9K0.1%00.0%UnchangedHolders
Q3 20241,312$513.1K0.1%00.0%UnchangedHolders
Q2 20241,312$437.0K0.1%+656+100.0%AddedHolders
Q1 2024656$240.4K0.1%−656−50.0%ReducedHolders
Q4 20231,312$387.9K0.1%00.0%UnchangedHolders
Q3 20231,312$358.2K0.1%00.0%UnchangedHolders
Q2 20231,312$322.8K0.1%+1,312NewHolders
Q2 20220$00.0%−1,312−100.0%Sold outHolders
Q1 20221,312$292.0K0.1%+1,312NewHolders
Q4 20210$00.0%−1,312−100.0%Sold outHolders
Q3 20211,312$252.0K0.1%+1,312NewHolders