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Livermore
Livermore
ZHEN

MSH Capital Advisors LLC

SEC CIK
0002056306
Latest filing
Aug 10, 2026

CAT holding history

Caterpillar Inc in every 13F filed by MSH Capital 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)
3,219
Value
$3.43M
% of portfolio
0.6%
Quarters held
19
Since Q4 2021
Holdings of CAT by MSH Capital Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,219$3.43M0.6%−155−4.6%ReducedHolders
Q1 20263,374$2.39M0.5%+17+0.5%AddedHolders
Q4 20253,357$1.92M0.4%+873+35.1%AddedHolders
Q3 20252,484$1.19M0.3%+5+0.2%AddedHolders
Q2 20252,479$962.4K0.3%+405+19.5%AddedHolders
Q1 20252,074$684.0K0.2%00.0%UnchangedHolders
Q4 20242,074$752.4K0.2%−5−0.2%ReducedHolders
Q3 20242,079$813.1K0.2%−60−2.8%ReducedHolders
Q2 20242,139$712.5K0.2%−30−1.4%ReducedHolders
Q1 20242,169$794.8K0.3%+65+3.1%AddedHolders
Q4 20232,104$622.1K0.2%−33−1.5%ReducedHolders
Q3 20232,137$583.3K0.2%00.0%UnchangedHolders
Q2 20232,137$525.7K0.2%+201+10.4%AddedHolders
Q1 20231,936$443.1K0.2%−15−0.8%ReducedHolders
Q4 20221,951$467.4K0.2%00.0%UnchangedHolders
Q3 20221,951$320.1K0.2%+51+2.7%AddedHolders
Q2 20221,900$339.6K0.2%+1+0.1%AddedHolders
Q1 20221,899$423.2K0.2%+142+8.1%AddedHolders
Q4 20211,757$363.2K0.2%–No prior filingHolders