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Warner Group LLC

SEC CIK
0002073617
Latest filing
Jul 27, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Warner 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)
1,636
Value
$1.74M
% of portfolio
0.4%
Quarters held
4
Since Q3 2025
Holdings of CAT by Warner Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,636$1.74M0.4%+877+115.5%AddedHolders
Q1 2026759$537.7K0.4%+119+18.6%AddedHolders
Q4 2025640$366.6K0.2%00.0%UnchangedHolders
Q3 2025640$305.4K0.2%–No prior filingHolders