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Haven Private, LLC

SEC CIK
0002053665
Latest filing
Jul 28, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Haven Private, 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)
903
Value
$961.6K
% of portfolio
0.4%
Quarters held
5
Since Q2 2025
Holdings of CAT by Haven Private, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026903$961.6K0.4%−198−18.0%ReducedHolders
Q1 20261,101$780.0K0.3%+17+1.6%AddedHolders
Q4 20251,084$621.0K0.3%+60+5.9%AddedHolders
Q3 20251,024$488.6K0.2%−271−20.9%ReducedHolders
Q2 20251,295$502.7K0.2%+1,295NewHolders