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Smartleaf Asset Management LLC

SEC CIK
0002010393
Latest filing
Aug 12, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Smartleaf Asset Management 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)
7,750
Value
$8.01M
% of portfolio
0.3%
Quarters held
11
Since Q4 2023
Holdings of CAT by Smartleaf Asset Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,750$8.01M0.3%00.0%UnchangedHolders
Q1 20267,750$5.17M0.2%+773+11.1%AddedHolders
Q4 20256,977$4.03M0.2%+578+9.0%AddedHolders
Q3 20256,399$3.02M0.2%+1,885+41.8%AddedHolders
Q2 20254,514$1.74M0.2%−625−12.2%ReducedHolders
Q1 20255,139$1.69M0.2%+292+6.0%AddedHolders
Q4 20244,847$1.76M0.2%+988+25.6%AddedHolders
Q3 20243,859$1.51M0.2%+1,089+39.3%AddedHolders
Q2 20242,770$907.3K0.1%+485+21.2%AddedHolders
Q1 20242,285$833.2K0.2%+637+38.7%AddedHolders
Q4 20231,648$488.0K0.1%–No prior filingHolders