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Viewpoint Capital Management LLC

SEC CIK
0001906223
Latest filing
Aug 4, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Viewpoint Capital Management 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)
8,650
Value
$9.21M
% of portfolio
4.7%
Quarters held
19
Since Q4 2021
Holdings of CAT by Viewpoint Capital Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,650$9.21M4.7%−4,151−32.4%ReducedHolders
Q1 202612,801$9.07M4.2%−50.0%ReducedHolders
Q4 202512,806$7.34M3.2%+41+0.3%AddedHolders
Q3 202512,765$6.09M2.7%00.0%UnchangedHolders
Q2 202512,765$4.96M2.4%−740−5.5%ReducedHolders
Q1 202513,505$4.45M2.4%+200+1.5%AddedHolders
Q4 202413,305$4.83M2.5%+210+1.6%AddedHolders
Q3 202413,095$5.12M2.9%+310+2.4%AddedHolders
Q2 202412,785$4.26M2.6%−12,548−49.5%ReducedHolders
Q1 202425,333$8.38M5.3%+12,585+98.7%AddedHolders
Q4 202312,748$3.77M2.6%−15−0.1%ReducedHolders
Q3 202312,763$3.48M2.8%+100+0.8%AddedHolders
Q2 202312,663$3.12M2.4%+1,115+9.7%AddedHolders
Q1 202311,548$2.64M2.4%−110−0.9%ReducedHolders
Q4 202211,658$2.79M2.7%−80−0.7%ReducedHolders
Q3 202211,738$1.93M1.9%−50−0.4%ReducedHolders
Q2 202211,788$2.11M2.0%+150+1.3%AddedHolders
Q1 202211,638$2.59M2.0%−120−1.0%ReducedHolders
Q4 202111,758$2.43M1.8%–No prior filingHolders