Skip to main content
Livermore
Livermore
ZHEN

High Net Worth Advisory Group LLC

SEC CIK
0001919142
Latest filing
Jul 29, 2026

CAT holding history

Caterpillar Inc in every 13F filed by High Net Worth Advisory 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)
2,538
Value
$2.70M
% of portfolio
0.6%
Quarters held
19
Since Q4 2021
Holdings of CAT by High Net Worth Advisory Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,538$2.70M0.6%−134−5.0%ReducedHolders
Q1 20262,672$1.89M0.4%−156−5.5%ReducedHolders
Q4 20252,828$1.62M0.4%−74−2.5%ReducedHolders
Q3 20252,902$1.39M0.3%−24−0.8%ReducedHolders
Q2 20252,926$1.14M0.3%−50−1.7%ReducedHolders
Q1 20252,976$981.9K0.3%−162−5.2%ReducedHolders
Q4 20243,138$1.14M0.3%−764−19.6%ReducedHolders
Q3 20243,902$1.53M0.4%00.0%UnchangedHolders
Q2 20243,902$1.30M0.4%+285+7.9%AddedHolders
Q1 20243,617$1.33M0.4%+240+7.1%AddedHolders
Q4 20233,377$998.5K0.4%−219−6.1%ReducedHolders
Q3 20233,596$981.7K0.4%−110−3.0%ReducedHolders
Q2 20233,706$911.9K0.4%−359−8.8%ReducedHolders
Q1 20234,065$930.2K0.4%−147−3.5%ReducedHolders
Q4 20224,212$1.01M0.4%−160−3.7%ReducedHolders
Q3 20224,372$717.0K0.3%00.0%UnchangedHolders
Q2 20224,372$782.0K0.3%−245−5.3%ReducedHolders
Q1 20224,617$1.03M0.4%+500+12.1%AddedHolders
Q4 20214,117$851.0K0.3%–No prior filingHolders