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Livermore
Livermore
ZHEN

Global Financial Private Client, LLC

SEC CIK
0002023568
Latest filing
Jul 20, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Global Financial Private Client, 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)
2,959
Value
$3.15M
% of portfolio
0.9%
Quarters held
22
Since Q1 2021
Holdings of CAT by Global Financial Private Client, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,959$3.15M0.9%+64+2.2%AddedHolders
Q1 20262,895$2.05M0.7%+323+12.6%AddedHolders
Q4 20252,572$1.47M0.5%+10+0.4%AddedHolders
Q3 20252,562$1.22M0.4%+1,809+240.2%AddedHolders
Q2 2025753$292.3K0.1%+13+1.8%AddedHolders
Q1 2025740$244.1K0.1%+14+1.9%AddedHolders
Q4 2024726$263.4K0.1%+10+1.4%AddedHolders
Q3 2024716$280.0K0.1%+15+2.1%AddedHolders
Q2 2024701$233.5K0.1%00.0%UnchangedHolders
Q1 2024701$255.0K0.1%00.0%UnchangedHolders
Q4 2023701$207.3K0.1%00.0%UnchangedHolders
Q3 2023701$190.5K0.1%00.0%UnchangedHolders
Q2 2023701$173.4K0.1%00.0%UnchangedHolders
Q1 2023701$161.1K0.1%+20+2.9%AddedHolders
Q4 2022681$163.1K0.1%00.0%UnchangedHolders
Q3 2022681$116.6K0.1%00.0%UnchangedHolders
Q2 2022681$121.4K0.1%+220+47.7%AddedHolders
Q1 2022461$101.3K<0.1%00.0%UnchangedHolders
Q4 2021461$95.3K<0.1%+320+227.0%AddedHolders
Q3 2021141$27.4K<0.1%00.0%UnchangedHolders
Q2 2021141$30.6K<0.1%00.0%UnchangedHolders
Q1 2021141$32.8K<0.1%––Holders

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