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Values First Advisors, Inc.

SEC CIK
0001913608
Latest filing
Aug 4, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Values First Advisors, Inc., 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)
290
Value
$309.0K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of CAT by Values First Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026290$309.0K0.1%00.0%UnchangedHolders
Q1 2026290$205.4K0.1%+290NewHolders