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Livermore
Livermore
ZHEN

Rockingstone Advisors LLC

SEC CIK
0002027176
Latest filing
Jul 13, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Rockingstone 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)
929
Value
$989.3K
% of portfolio
0.4%
Quarters held
15
Since Q4 2022
Holdings of CAT by Rockingstone Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026929$989.3K0.4%−2−0.2%ReducedHolders
Q1 2026931$659.6K0.3%−1−0.1%ReducedHolders
Q4 2025932$533.9K0.2%−24−2.5%ReducedHolders
Q3 2025956$456.2K0.2%−380−28.4%ReducedHolders
Q2 20251,336$518.6K0.3%00.0%UnchangedHolders
Q1 20251,336$440.6K0.2%+53+4.1%AddedHolders
Q4 20241,283$465.4K0.2%+34+2.7%AddedHolders
Q3 20241,249$488.5K0.2%−13−1.0%ReducedHolders
Q2 20241,262$420.4K0.2%+15+1.2%AddedHolders
Q1 20241,247$456.9K0.2%00.0%UnchangedHolders
Q4 20231,247$368.7K0.2%−404−24.5%ReducedHolders
Q3 20231,651$450.7K0.2%−52−3.1%ReducedHolders
Q2 20231,703$419.0K0.2%−21−1.2%ReducedHolders
Q1 20231,724$394.5K0.2%−90−5.0%ReducedHolders
Q4 20221,814$434.6K0.3%–No prior filingHolders