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Livermore
Livermore
ZHEN

Consilium Wealth Advisory, LLC

SEC CIK
0001904906
Latest filing
Aug 10, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Consilium Wealth Advisory, 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)
2,406
Value
$2.56M
% of portfolio
0.8%
Quarters held
17
Since Q4 2021
Holdings of CAT by Consilium Wealth Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,406$2.56M0.8%+734+43.9%AddedHolders
Q1 20261,672$1.18M0.4%+604+56.6%AddedHolders
Q4 20251,068$611.8K0.2%00.0%UnchangedHolders
Q3 20251,068$509.6K0.2%−13−1.2%ReducedHolders
Q2 20251,081$419.8K0.2%−19−1.7%ReducedHolders
Q1 20251,100$362.8K0.2%+19+1.8%AddedHolders
Q4 20241,081$392.1K0.2%+2+0.2%AddedHolders
Q3 20241,079$422.2K0.2%00.0%UnchangedHolders
Q2 20241,079$359.5K0.2%00.0%UnchangedHolders
Q1 20241,079$395.3K0.2%−30−2.7%ReducedHolders
Q4 20231,109$327.8K0.2%+31+2.9%AddedHolders
Q3 20231,078$294.3K0.2%00.0%UnchangedHolders
Q2 20231,078$265.2K0.2%+1+0.1%AddedHolders
Q1 20231,077$246.5K0.2%00.0%UnchangedHolders
Q4 20221,077$258.0K0.2%+1,077NewHolders
Q2 20220$00.0%−1,076−100.0%Sold outHolders
Q1 20221,076$240.0K0.2%−16−1.5%ReducedHolders
Q4 20211,092$226.0K0.1%–No prior filingHolders