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Livermore
Livermore
ZHEN

Addison Advisors LLC

SEC CIK
0001843745
Latest filing
Aug 10, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Addison 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)
543
Value
$578.2K
% of portfolio
0.3%
Quarters held
21
Since Q2 2021
Holdings of CAT by Addison Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026543$578.2K0.3%−1,460−72.9%ReducedHolders
Q1 20262,003$1.42M0.3%+2+0.1%AddedHolders
Q4 20252,001$1.15M0.3%−472−19.1%ReducedHolders
Q3 20252,473$1.18M0.3%+82+3.4%AddedHolders
Q2 20252,391$928.2K0.2%+192+8.7%AddedHolders
Q1 20252,199$725.2K0.2%+16+0.7%AddedHolders
Q4 20242,183$791.9K0.2%−5−0.2%ReducedHolders
Q3 20242,188$855.8K0.2%+37+1.7%AddedHolders
Q2 20242,151$716.5K0.2%+37+1.8%AddedHolders
Q1 20242,114$774.6K0.3%+62+3.0%AddedHolders
Q4 20232,052$606.7K0.2%+457+28.7%AddedHolders
Q3 20231,595$435.4K0.2%+57+3.7%AddedHolders
Q2 20231,538$378.4K0.2%−25−1.6%ReducedHolders
Q1 20231,563$357.7K0.2%−95−5.7%ReducedHolders
Q4 20221,658$397.2K0.2%+43+2.7%AddedHolders
Q3 20221,615$265.0K0.2%+35+2.2%AddedHolders
Q2 20221,580$282.0K0.2%+18+1.2%AddedHolders
Q1 20221,562$348.0K0.2%+95+6.5%AddedHolders
Q4 20211,467$303.0K0.2%+663+82.5%AddedHolders
Q3 2021804$154.0K0.1%+6+0.8%AddedHolders
Q2 2021798$174.0K0.1%–No prior filingHolders