Guardian Capital, LLC

SEC CIK: 0002083963
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Guardian Capital, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 296
Value: $315.4K
% of portfolio: 0.3%
Quarters held: 3; Since Q4 2025

Holdings of CAT by Guardian Capital, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	296	$315.4K	0.3%	−87−22.7%	Reduced	Holders
Q1 2026	383	$271.2K	0.3%	−25−6.1%	Reduced	Holders
Q4 2025	408	$233.8K	0.2%	–	No prior filing	Holders