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Livermore
Livermore
ZHEN

CarsonAllaria Wealth Management, Ltd.

SEC CIK
0001900946
Latest filing
Jul 28, 2026

CAT holding history

Caterpillar Inc in every 13F filed by CarsonAllaria Wealth Management, Ltd., 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)
1,315
Value
$1.40M
% of portfolio
0.6%
Quarters held
19
Since Q4 2021
Holdings of CAT by CarsonAllaria Wealth Management, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,315$1.40M0.6%+9+0.7%AddedHolders
Q1 20261,306$925.4K0.5%−130−9.1%ReducedHolders
Q4 20251,436$822.5K0.4%+1+0.1%AddedHolders
Q3 20251,435$684.7K0.4%+1+0.1%AddedHolders
Q2 20251,434$556.7K0.3%00.0%UnchangedHolders
Q1 20251,434$473.2K0.3%+1+0.1%AddedHolders
Q4 20241,433$520.2K0.3%+1+0.1%AddedHolders
Q3 20241,432$560.5K0.3%−1−0.1%ReducedHolders
Q2 20241,433$477.6K0.3%00.0%UnchangedHolders
Q1 20241,433$525.4K0.3%+83+6.1%AddedHolders
Q4 20231,350$399.2K0.3%−22−1.6%ReducedHolders
Q3 20231,372$374.8K0.3%−48−3.4%ReducedHolders
Q2 20231,420$349.6K0.3%+6+0.4%AddedHolders
Q1 20231,414$323.7K0.3%+5+0.4%AddedHolders
Q4 20221,409$338.0K0.3%+833+144.6%AddedHolders
Q3 2022576$94.0K0.1%+2+0.3%AddedHolders
Q2 2022574$103.0K0.1%+1+0.2%AddedHolders
Q1 2022573$128.0K0.1%+2+0.4%AddedHolders
Q4 2021571$118.0K0.1%–No prior filingHolders