Clune & Associates, Ltd.
- SEC CIK
- 0002055816
- Latest filing
- Jul 7, 2026
CAT holding history
Caterpillar Inc in every 13F filed by Clune & Associates, Ltd., 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)
- 8,373
- Value
- $8.92M
- % of portfolio
- 1.3%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 8,373 | $8.92M | 1.3% | −22−0.3% | Reduced | Holders |
| Q1 2026 | 8,395 | $5.95M | 1.1% | −63−0.7% | Reduced | Holders |
| Q4 2025 | 8,458 | $4.85M | 1.0% | −18−0.2% | Reduced | Holders |
| Q3 2025 | 8,476 | $4.04M | 1.0% | −39−0.5% | Reduced | Holders |
| Q2 2025 | 8,515 | $3.31M | 0.9% | +9+0.1% | Added | Holders |
| Q1 2025 | 8,506 | $2.81M | 0.9% | +9+0.1% | Added | Holders |
| Q4 2024 | 8,497 | $3.08M | 1.0% | – | No prior filing | Holders |