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Livermore
Livermore
ZHEN

Beverly Hills Private Wealth, LLC

SEC CIK
0001965710
Latest filing
Aug 6, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Beverly Hills Private Wealth, 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)
2,471
Value
$2.63M
% of portfolio
0.5%
Quarters held
14
Since Q1 2023
Holdings of CAT by Beverly Hills Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,471$2.63M0.5%+22+0.9%AddedHolders
Q1 20262,449$1.73M0.3%+183+8.1%AddedHolders
Q4 20252,266$1.30M0.2%−8−0.4%ReducedHolders
Q3 20252,274$1.08M0.2%−250−9.9%ReducedHolders
Q2 20252,524$979.7K0.2%−7−0.3%ReducedHolders
Q1 20252,531$834.7K0.2%+81+3.3%AddedHolders
Q4 20242,450$888.9K0.2%+10+0.4%AddedHolders
Q3 20242,440$954.5K0.2%+176+7.8%AddedHolders
Q2 20242,264$754.3K0.2%00.0%UnchangedHolders
Q1 20242,264$829.7K0.2%+7+0.3%AddedHolders
Q4 20232,257$667.2K0.2%−48−2.1%ReducedHolders
Q3 20232,305$629.2K0.2%−62−2.6%ReducedHolders
Q2 20232,367$654.4K0.1%+204+9.4%AddedHolders
Q1 20232,163$495.0K0.2%+2,163NewHolders