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Livermore
Livermore
ZHEN

Drive Wealth Management, LLC

SEC CIK
0001952781
Latest filing
Jul 21, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Drive Wealth 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)
5,579
Value
$5.94M
% of portfolio
1.1%
Quarters held
19
Since Q4 2021
Holdings of CAT by Drive Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,579$5.94M1.1%+204+3.8%AddedHolders
Q1 20265,375$3.81M0.8%−557−9.4%ReducedHolders
Q4 20255,932$3.40M0.7%+51+0.9%AddedHolders
Q3 20255,881$2.81M0.6%−3−0.1%ReducedHolders
Q2 20255,884$2.28M0.5%−136−2.3%ReducedHolders
Q1 20256,020$1.99M0.5%+3,168+111.1%AddedHolders
Q4 20242,852$1.03M0.3%+23+0.8%AddedHolders
Q3 20242,829$1.11M0.3%+24+0.9%AddedHolders
Q2 20242,805$934.3K0.3%+69+2.5%AddedHolders
Q1 20242,736$1.00M0.3%+135+5.2%AddedHolders
Q4 20232,601$769.0K0.2%+99+4.0%AddedHolders
Q3 20232,502$683.0K0.2%+111+4.6%AddedHolders
Q2 20232,391$588.4K0.2%+182+8.2%AddedHolders
Q1 20232,209$505.5K0.2%+225+11.3%AddedHolders
Q4 20221,984$475.4K0.2%+268+15.6%AddedHolders
Q3 20221,716$281.0K0.3%+406+31.0%AddedHolders
Q2 20221,310$234.0K0.2%+83+6.8%AddedHolders
Q1 20221,227$273.0K0.2%+255+26.2%AddedHolders
Q4 2021972$201.0K0.2%–No prior filingHolders