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Dover Advisors, LLC

SEC CIK
0001964541
Latest filing
Aug 7, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Dover 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)
1,005
Value
$575.7K
% of portfolio
0.2%
Quarters held
10
Since Q1 2024
Holdings of CAT by Dover Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,005$575.7K0.2%+208+26.1%AddedHolders
Q1 2026797$564.7K0.2%−208−20.7%ReducedHolders
Q4 20251,005$575.7K0.2%00.0%UnchangedHolders
Q3 20251,005$479.4K0.2%−7−0.7%ReducedHolders
Q2 20251,012$392.7K0.2%+69+7.3%AddedHolders
Q1 2025943$311.1K0.1%+231+32.4%AddedHolders
Q4 2024712$258.3K0.1%00.0%UnchangedHolders
Q3 2024712$278.5K0.2%00.0%UnchangedHolders
Q2 2024712$237.2K0.1%+15+2.2%AddedHolders
Q1 2024697$255.4K0.2%+697NewHolders