Portfolio Design Labs, LLC

SEC CIK: 0002010278
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Portfolio Design Labs, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 6,788
Value: $7.23M
% of portfolio: 1.2%
Quarters held: 4; Since Q3 2025

Holdings of CAT by Portfolio Design Labs, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,788	$7.23M	1.2%	+5,019+283.7%	Added	Holders
Q1 2026	1,769	$1.25M	0.2%	−1,416−44.5%	Reduced	Holders
Q4 2025	3,185	$1.82M	0.3%	+22+0.7%	Added	Holders
Q3 2025	3,163	$1.51M	0.3%	+3,163	New	Holders