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Livermore
Livermore
ZHEN

West Paces Advisors Inc.

SEC CIK
0002004720
Latest filing
Jul 17, 2026

CAT holding history

Caterpillar Inc in every 13F filed by West Paces Advisors Inc., 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)
1,338
Value
$1.42M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CAT by West Paces Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,338$1.42M0.2%−58−4.2%ReducedHolders
Q1 20261,396$989.0K0.2%−75−5.1%ReducedHolders
Q4 20251,471$842.7K0.2%+54+3.8%AddedHolders
Q3 20251,417$676.1K0.1%−50−3.4%ReducedHolders
Q2 20251,467$569.5K0.1%00.0%UnchangedHolders
Q1 20251,467$483.8K0.1%00.0%UnchangedHolders
Q4 20241,467$532.2K0.1%−175−10.7%ReducedHolders
Q3 20241,642$642.2K0.2%+1,398+573.0%AddedHolders
Q2 2024244$81.3K<0.1%−5−2.0%ReducedHolders
Q1 2024249$91.2K<0.1%−15−5.7%ReducedHolders
Q4 2023264$78.1K<0.1%+7+2.7%AddedHolders
Q3 2023257$70.2K<0.1%00.0%UnchangedHolders
Q2 2023257$63.2K<0.1%00.0%UnchangedHolders
Q1 2023257$58.8K<0.1%+39+17.9%AddedHolders
Q4 2022218$52.2K<0.1%00.0%UnchangedHolders
Q3 2022218$35.8K<0.1%00.0%UnchangedHolders
Q2 2022218$39.0K<0.1%00.0%UnchangedHolders
Q1 2022218$48.6K<0.1%−25−10.3%ReducedHolders
Q4 2021243$50.2K<0.1%+13+5.7%AddedHolders
Q3 2021230$44.2K<0.1%00.0%UnchangedHolders
Q2 2021230$50.1K<0.1%+12+5.5%AddedHolders
Q1 2021218$50.5K<0.1%––Holders

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