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Walker Asset Management, LLC

SEC CIK
0001923053
Latest filing
Jul 10, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Walker Asset 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)
466
Value
$496.2K
% of portfolio
0.3%
Quarters held
4
Since Q3 2025
Holdings of CAT by Walker Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026466$496.2K0.3%00.0%UnchangedHolders
Q1 2026466$329.9K0.2%+10+2.2%AddedHolders
Q4 2025456$261.4K0.1%00.0%UnchangedHolders
Q3 2025456$217.5K0.1%+456NewHolders