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Bare Financial Services, Inc

SEC CIK
0002009426
Latest filing
Jul 27, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Bare Financial Services, 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)
67
Value
$71.3K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of CAT by Bare Financial Services, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202667$71.3K<0.1%+26+63.4%AddedHolders
Q1 202641$29.0K<0.1%+9+28.1%AddedHolders
Q4 202532$18.3K<0.1%00.0%UnchangedHolders
Q3 202532$15.3K<0.1%+7+28.0%AddedHolders
Q2 202525$9.71K<0.1%+22+733.3%AddedHolders
Q1 20253$989<0.1%+3NewHolders