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Livermore
Livermore
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Websterrogers Financial Advisors, LLC

SEC CIK
0001841757
Latest filing
Jul 15, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Websterrogers 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)
730
Value
$777.4K
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of CAT by Websterrogers Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026730$777.4K0.2%00.0%UnchangedHolders
Q1 2026730$517.2K0.1%00.0%UnchangedHolders
Q4 2025730$418.2K0.1%00.0%UnchangedHolders
Q3 2025730$348.3K0.1%00.0%UnchangedHolders
Q2 2025730$283.4K0.1%00.0%UnchangedHolders
Q1 2025730$240.8K0.1%00.0%UnchangedHolders
Q4 2024730$264.8K0.1%00.0%UnchangedHolders
Q3 2024730$285.5K0.1%00.0%UnchangedHolders
Q2 2024730$243.2K0.1%00.0%UnchangedHolders
Q1 2024730$267.5K0.1%00.0%UnchangedHolders
Q4 2023730$215.8K0.1%+730NewHolders