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Livermore
Livermore
ZHEN

Basepoint Wealth LLC

SEC CIK
0002088236
Latest filing
Aug 10, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Basepoint Wealth 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)
1,171
Value
$1.25M
% of portfolio
0.7%
Quarters held
19
Since Q4 2021
Holdings of CAT by Basepoint Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,171$1.25M0.7%−66−5.3%ReducedHolders
Q1 20261,237$876.6K0.5%−27−2.1%ReducedHolders
Q4 20251,264$724.3K0.4%−108−7.9%ReducedHolders
Q3 20251,372$654.9K0.5%+13+1.0%AddedHolders
Q2 20251,359$527.4K0.4%−1−0.1%ReducedHolders
Q1 20251,360$448.5K0.4%+364+36.5%AddedHolders
Q4 2024996$361.3K0.3%+202+25.4%AddedHolders
Q3 2024794$310.4K0.2%+35+4.6%AddedHolders
Q2 2024759$252.7K0.2%−483−38.9%ReducedHolders
Q1 20241,242$455.1K0.3%−20−1.6%ReducedHolders
Q4 20231,262$373.3K0.3%00.0%UnchangedHolders
Q3 20231,262$344.4K0.3%+24+1.9%AddedHolders
Q2 20231,238$304.5K0.3%+4+0.3%AddedHolders
Q1 20231,234$282.5K0.2%+3+0.2%AddedHolders
Q4 20221,231$295.0K0.3%+3+0.2%AddedHolders
Q3 20221,228$201.5K0.2%+37+3.1%AddedHolders
Q2 20221,191$212.8K0.2%+26+2.2%AddedHolders
Q1 20221,165$259.6K0.2%+13+1.1%AddedHolders
Q4 20211,152$238.1K0.2%–No prior filingHolders