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Livermore
Livermore
ZHEN

Arbor Wealth Advisors LLC

SEC CIK
0002009890
Latest filing
Jul 9, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Arbor Wealth Advisors 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)
2,437
Value
$2.60M
% of portfolio
1.6%
Quarters held
11
Since Q4 2023
Holdings of CAT by Arbor Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,437$2.60M1.6%00.0%UnchangedHolders
Q1 20262,437$1.73M1.2%00.0%UnchangedHolders
Q4 20252,437$1.40M1.0%00.0%UnchangedHolders
Q3 20252,437$1.16M0.9%00.0%UnchangedHolders
Q2 20252,437$946.1K0.8%00.0%UnchangedHolders
Q1 20252,437$803.7K0.7%00.0%UnchangedHolders
Q4 20242,437$884.0K0.8%+100+4.3%AddedHolders
Q3 20242,337$914.0K0.8%00.0%UnchangedHolders
Q2 20242,337$778.5K0.8%00.0%UnchangedHolders
Q1 20242,337$856.3K0.8%00.0%UnchangedHolders
Q4 20232,337$691.0K0.7%–No prior filingHolders