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Livermore
Livermore
ZHEN

Pinnacle Financial Group, LLC

SEC CIK
0001905962
Latest filing
Jul 30, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Pinnacle Financial Group, 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)
1,195
Value
$1.27M
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of CAT by Pinnacle Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,195$1.27M0.3%−22−1.8%ReducedHolders
Q1 20261,217$862.5K0.2%−240−16.5%ReducedHolders
Q4 20251,457$834.7K0.2%+3+0.2%AddedHolders
Q3 20251,454$693.6K0.2%+3+0.2%AddedHolders
Q2 20251,451$563.2K0.2%+219+17.8%AddedHolders
Q1 20251,232$406.3K0.1%+1+0.1%AddedHolders
Q4 20241,231$446.6K0.2%+1+0.1%AddedHolders
Q3 20241,230$481.1K0.2%−85−6.5%ReducedHolders
Q2 20241,315$438.0K0.2%+3+0.2%AddedHolders
Q1 20241,312$480.8K0.2%−20−1.5%ReducedHolders
Q4 20231,332$393.8K0.2%−70−5.0%ReducedHolders
Q3 20231,402$382.7K0.2%−112−7.4%ReducedHolders
Q2 20231,514$372.5K0.2%−152−9.1%ReducedHolders
Q1 20231,666$381.2K0.2%00.0%UnchangedHolders
Q4 20221,666$399.1K0.3%+57+3.5%AddedHolders
Q3 20221,609$264.0K0.2%00.0%UnchangedHolders
Q2 20221,609$288.0K0.2%−209−11.5%ReducedHolders
Q1 20221,818$405.0K0.3%+102+5.9%AddedHolders
Q4 20211,716$355.0K0.3%–No prior filingHolders