Invested Advisors

SEC CIK: 0002090165
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Invested Advisors, 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): 622
Value: $662.4K
% of portfolio: 0.6%
Quarters held: 4; Since Q3 2025

Holdings of CAT by Invested Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	622	$662.4K	0.6%	−19−3.0%	Reduced	Holders
Q1 2026	641	$454.1K	0.5%	+26+4.2%	Added	Holders
Q4 2025	615	$352.3K	0.4%	−12−1.9%	Reduced	Holders
Q3 2025	627	$226.4K	0.3%	–	No prior filing	Holders