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Livermore
Livermore
ZHEN

W Advisors, LLC

SEC CIK
0001929907
Latest filing
Jul 31, 2026

CAT holding history

Caterpillar Inc in every 13F filed by W Advisors, 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)
1,661
Value
$1.77M
% of portfolio
0.8%
Quarters held
19
Since Q4 2021
Holdings of CAT by W Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,661$1.77M0.8%−452−21.4%ReducedHolders
Q1 20262,113$1.50M0.8%+10.0%AddedHolders
Q4 20252,112$1.21M0.6%+5+0.2%AddedHolders
Q3 20252,107$1.01M0.5%+6+0.3%AddedHolders
Q2 20252,101$815.6K0.5%−62−2.9%ReducedHolders
Q1 20252,163$713.4K0.4%+36+1.7%AddedHolders
Q4 20242,127$771.6K0.5%+36+1.7%AddedHolders
Q3 20242,091$817.8K0.5%+34+1.7%AddedHolders
Q2 20242,057$685.2K0.4%−287−12.2%ReducedHolders
Q1 20242,344$858.9K0.6%00.0%UnchangedHolders
Q4 20232,344$693.0K0.5%+47+2.0%AddedHolders
Q3 20232,297$627.1K0.5%+53+2.4%AddedHolders
Q2 20232,244$552.1K0.4%00.0%UnchangedHolders
Q1 20232,244$513.5K0.4%−38−1.7%ReducedHolders
Q4 20222,282$546.7K0.5%−266−10.4%ReducedHolders
Q3 20222,548$419.0K0.4%−3−0.1%ReducedHolders
Q2 20222,551$456.0K0.4%+14+0.6%AddedHolders
Q1 20222,537$566.0K0.4%+203+8.7%AddedHolders
Q4 20212,334$482.0K0.4%–No prior filingHolders