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Empower Advisory Group, LLC

SEC CIK
0001978885
Latest filing
Aug 12, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Empower Advisory Group, 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)
171,332
Value
$182.5M
% of portfolio
0.4%
Quarters held
14
Since Q1 2023
Holdings of CAT by Empower Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026171,332$182.5M0.4%−558−0.3%ReducedHolders
Q1 2026171,890$121.8M0.3%−80,826−32.0%ReducedHolders
Q4 2025252,716$144.8M0.4%−14,980−5.6%ReducedHolders
Q3 2025267,696$127.7M0.4%+1,962+0.7%AddedHolders
Q2 2025265,734$103.2M0.3%+9,293+3.6%AddedHolders
Q1 2025256,441$84.6M0.3%+1,053+0.4%AddedHolders
Q4 2024255,388$92.6M0.3%+1,768+0.7%AddedHolders
Q3 2024253,620$99.2M0.3%+2,880+1.1%AddedHolders
Q2 2024250,740$83.5M0.3%−3,105−1.2%ReducedHolders
Q1 2024253,845$93.0M0.3%+1,192+0.5%AddedHolders
Q4 2023252,653$74.7M0.3%+6,072+2.5%AddedHolders
Q3 2023246,581$67.3M0.3%+5,369+2.2%AddedHolders
Q2 2023241,212$59.4M0.3%+234,750+3,632.8%AddedHolders
Q1 20236,462$1.49M<0.1%–No prior filingHolders