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Livermore
Livermore
ZHEN

Smith Thornton Advisors LLC

SEC CIK
0002032436
Latest filing
Jul 14, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Smith Thornton 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)
1,080
Value
$1.01M
% of portfolio
0.4%
Quarters held
8
Since Q3 2024
Holdings of CAT by Smith Thornton Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,080$1.01M0.4%+184+20.5%AddedHolders
Q1 2026896$634.8K0.3%00.0%UnchangedHolders
Q4 2025896$513.3K0.3%00.0%UnchangedHolders
Q3 2025896$427.5K0.2%00.0%UnchangedHolders
Q2 2025896$347.8K0.2%00.0%UnchangedHolders
Q1 2025896$295.5K0.2%00.0%UnchangedHolders
Q4 2024896$325.0K0.2%+299+50.1%AddedHolders
Q3 2024597$233.5K0.2%+597NewHolders