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Livermore
Livermore
ZHEN

Rise Advisors, LLC

SEC CIK
0001831316
Latest filing
Jul 10, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Rise 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)
1,269
Value
$1.35M
% of portfolio
0.4%
Quarters held
19
Since Q4 2021
Holdings of CAT by Rise Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,269$1.35M0.4%−11−0.9%ReducedHolders
Q1 20261,280$934.8K0.3%+9+0.7%AddedHolders
Q4 20251,271$728.2K0.3%−17−1.3%ReducedHolders
Q3 20251,288$614.3K0.2%+7+0.5%AddedHolders
Q2 20251,281$497.4K0.2%−53−4.0%ReducedHolders
Q1 20251,334$440.1K0.2%−101−7.0%ReducedHolders
Q4 20241,435$520.7K0.3%−53−3.6%ReducedHolders
Q3 20241,488$582.0K0.3%+43+3.0%AddedHolders
Q2 20241,445$481.4K0.3%+17+1.2%AddedHolders
Q1 20241,428$523.2K0.3%+354+33.0%AddedHolders
Q4 20231,074$317.6K0.2%+78+7.8%AddedHolders
Q3 2023996$271.9K0.2%+164+19.7%AddedHolders
Q2 2023832$204.7K0.2%+43+5.4%AddedHolders
Q1 2023789$180.5K0.1%+153+24.1%AddedHolders
Q4 2022636$152.3K0.1%+71+12.6%AddedHolders
Q3 2022565$93.0K0.1%+64+12.8%AddedHolders
Q2 2022501$89.0K0.1%+179+55.6%AddedHolders
Q1 2022322$72.0K0.1%+25+8.4%AddedHolders
Q4 2021297$61.5K0.1%–No prior filingHolders