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Livermore
Livermore
ZHEN

Abacus Wealth Partners, LLC

SEC CIK
0001978011
Latest filing
Jul 22, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Abacus Wealth Partners, 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)
919
Value
$978.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CAT by Abacus Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026919$978.6K0.1%+15+1.7%AddedHolders
Q1 2026904$640.4K0.1%−49−5.1%ReducedHolders
Q4 2025953$545.9K0.1%+76+8.7%AddedHolders
Q3 2025877$418.5K0.1%−851−49.2%ReducedHolders
Q2 20251,728$670.8K0.1%+47+2.8%AddedHolders
Q1 20251,681$554.4K0.1%−63−3.6%ReducedHolders
Q4 20241,744$632.7K0.1%00.0%UnchangedHolders
Q3 20241,744$682.1K0.1%−8−0.5%ReducedHolders
Q2 20241,752$583.6K0.1%+10+0.6%AddedHolders
Q1 20241,742$638.3K0.1%+326+23.0%AddedHolders
Q4 20231,416$418.7K0.1%−96−6.3%ReducedHolders
Q3 20231,512$412.8K0.1%00.0%UnchangedHolders
Q2 20231,512$372.0K0.1%00.0%UnchangedHolders
Q1 20231,512$325.2K0.1%+96+6.8%AddedHolders
Q4 20221,416$339.2K0.1%00.0%UnchangedHolders
Q3 20221,416$232.3K0.1%−171−10.8%ReducedHolders
Q2 20221,587$283.7K0.1%−103−6.1%ReducedHolders
Q1 20221,690$376.5K0.2%−182−9.7%ReducedHolders
Q4 20211,872$386.9K0.1%−398−17.5%ReducedHolders
Q3 20212,270$435.8K0.2%+254+12.6%AddedHolders
Q2 20212,016$438.8K0.2%00.0%UnchangedHolders
Q1 20212,016$467.5K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.