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Livermore
Livermore
ZHEN

MB, Levis & Associates, LLC

SEC CIK
0002065807
Latest filing
Jul 22, 2026

CAT holding history

Caterpillar Inc in every 13F filed by MB, Levis & Associates, 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)
6,512
Value
$6.93M
% of portfolio
2.6%
Quarters held
15
Since Q4 2022
Holdings of CAT by MB, Levis & Associates, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,512$6.93M2.6%−54−0.8%ReducedHolders
Q1 20266,566$4.65M1.9%−28−0.4%ReducedHolders
Q4 20256,594$3.78M1.6%−246−3.6%ReducedHolders
Q3 20256,840$3.26M1.4%−881−11.4%ReducedHolders
Q2 20257,721$3.00M1.3%−30.0%ReducedHolders
Q1 20257,724$2.55M1.2%+10+0.1%AddedHolders
Q4 20247,714$2.80M1.4%−316−3.9%ReducedHolders
Q3 20248,030$3.14M1.5%−20−0.2%ReducedHolders
Q2 20248,050$2.68M1.4%−37−0.5%ReducedHolders
Q1 20248,087$2.96M1.6%−13−0.2%ReducedHolders
Q4 20238,100$2.39M1.4%+21+0.3%AddedHolders
Q3 20238,079$2.21M1.4%−20.0%ReducedHolders
Q2 20238,081$1.99M1.3%−35−0.4%ReducedHolders
Q1 20238,116$1.86M1.3%+17+0.2%AddedHolders
Q4 20228,099$1.94M1.5%–No prior filingHolders