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Livermore
Livermore
ZHEN

Trinity Financial Advisors LLC

SEC CIK
0001809574
Latest filing
Jul 6, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Trinity 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)
1,550
Value
$1.65M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of CAT by Trinity Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,550$1.65M0.4%00.0%UnchangedHolders
Q1 20261,550$1.10M0.3%00.0%UnchangedHolders
Q4 20251,550$887.9K0.2%−150−8.8%ReducedHolders
Q3 20251,700$811.2K0.2%00.0%UnchangedHolders
Q2 20251,700$660.0K0.2%00.0%UnchangedHolders
Q1 20251,700$519.8K0.2%00.0%UnchangedHolders
Q4 20241,700$611.6K0.2%00.0%UnchangedHolders
Q3 20241,700$604.2K0.3%00.0%UnchangedHolders
Q2 20241,700$566.3K0.3%00.0%UnchangedHolders
Q1 20241,700$622.9K0.3%00.0%UnchangedHolders
Q4 20231,700$502.6K0.2%00.0%UnchangedHolders
Q3 20231,700$464.1K0.2%00.0%UnchangedHolders
Q2 20231,700$418.3K0.2%00.0%UnchangedHolders
Q1 20231,700$389.0K0.2%00.0%UnchangedHolders
Q4 20221,700$407.3K0.3%00.0%UnchangedHolders
Q3 20221,700$279.0K0.2%+1,700NewHolders
Q2 20220$00.0%−1,700−100.0%Sold outHolders
Q1 20221,700$379.0K0.2%00.0%UnchangedHolders
Q4 20211,700$351.0K0.2%00.0%UnchangedHolders
Q3 20211,700$326.0K0.2%00.0%UnchangedHolders
Q2 20211,700$370.0K0.3%00.0%UnchangedHolders
Q1 20211,700$394.0K0.3%––Holders

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