Skip to main content

Putney Financial Group LLC

SEC CIK
0002056907
Latest filing
Jul 21, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Putney Financial Group 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)
222
Value
$236.4K
% of portfolio
0.2%
Quarters held
4
Since Q4 2024
Holdings of CAT by Putney Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026222$236.4K0.2%+222NewHolders
Q3 20250$00.0%−92−100.0%Sold outHolders
Q2 202592$35.7K<0.1%00.0%UnchangedHolders
Q1 202592$30.3K<0.1%−186−66.9%ReducedHolders
Q4 2024278$100.8K0.1%–No prior filingHolders