Coston, McIsaac & Partners
- SEC CIK
- 0001945037
- Latest filing
- Aug 12, 2026
CAT holding history
Caterpillar Inc in every 13F filed by Coston, McIsaac & Partners, 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)
- 596
- Value
- $634.0K
- % of portfolio
- 0.1%
- Quarters held
- 17
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 596 | $634.0K | 0.1% | +59+11.0% | Added | Holders |
| Q1 2026 | 537 | $380.0K | 0.1% | +79+17.2% | Added | Holders |
| Q4 2025 | 458 | $262.0K | 0.1% | +111+32.0% | Added | Holders |
| Q3 2025 | 347 | $166.0K | <0.1% | +43+14.1% | Added | Holders |
| Q2 2025 | 304 | $118.0K | <0.1% | +3+1.0% | Added | Holders |
| Q1 2025 | 301 | $99.0K | <0.1% | −5−1.6% | Reduced | Holders |
| Q4 2024 | 306 | $111.0K | <0.1% | −29−8.7% | Reduced | Holders |
| Q3 2024 | 335 | $131.0K | <0.1% | +4+1.2% | Added | Holders |
| Q2 2024 | 331 | $110.0K | <0.1% | +21+6.8% | Added | Holders |
| Q1 2024 | 310 | $113.0K | <0.1% | −15−4.6% | Reduced | Holders |
| Q4 2023 | 325 | $96.0K | <0.1% | +18+5.9% | Added | Holders |
| Q3 2023 | 307 | $84.0K | <0.1% | +213+226.6% | Added | Holders |
| Q2 2023 | 94 | $23.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 94 | $21.0K | <0.1% | +1+1.1% | Added | Holders |
| Q4 2022 | 93 | $22.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 93 | $15.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 93 | $17.0K | <0.1% | – | No prior filing | Holders |