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Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

CAT holding history

Caterpillar Inc in every 13F filed by SOA Wealth 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)
848
Value
$902.6K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CAT by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026848$902.6K0.2%−65−7.1%ReducedHolders
Q1 2026913$646.9K0.1%+95+11.6%AddedHolders
Q4 2025818$468.4K0.1%+18+2.3%AddedHolders
Q3 2025800$381.7K0.1%+55+7.4%AddedHolders
Q2 2025745$289.2K0.1%+430+136.5%AddedHolders
Q1 2025315$103.7K<0.1%+82+35.2%AddedHolders
Q4 2024233$84.6K<0.1%+77+49.4%AddedHolders
Q3 2024156$61.0K<0.1%+50+47.2%AddedHolders
Q2 2024106$35.2K<0.1%−3−2.8%ReducedHolders
Q1 2024109$40.0K<0.1%+4+3.8%AddedHolders
Q4 2023105$31.0K<0.1%−99−48.5%ReducedHolders
Q3 2023204$55.6K<0.1%−221−52.0%ReducedHolders
Q2 2023425$104.6K<0.1%+187+78.6%AddedHolders
Q1 2023238$54.4K<0.1%−98−29.2%ReducedHolders
Q4 2022336$80.5K<0.1%+2+0.6%AddedHolders
Q3 2022334$54.0K<0.1%+2+0.6%AddedHolders
Q2 2022332$59.0K<0.1%−104−23.9%ReducedHolders
Q1 2022436$97.0K<0.1%+2+0.5%AddedHolders
Q4 2021434$89.0K<0.1%+2+0.5%AddedHolders
Q3 2021432$83.0K<0.1%+2+0.5%AddedHolders
Q2 2021430$93.0K<0.1%+3+0.7%AddedHolders
Q1 2021427$99.0K<0.1%––Holders

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