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Blalock Williams, LLC

SEC CIK
0002092331
Latest filing
Aug 7, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Blalock Williams, 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)
677
Value
$720.9K
% of portfolio
0.5%
Quarters held
4
Since Q3 2025
Holdings of CAT by Blalock Williams, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026677$720.9K0.5%+91+15.5%AddedHolders
Q1 2026586$415.2K0.3%+14+2.4%AddedHolders
Q4 2025572$327.7K0.3%+38+7.1%AddedHolders
Q3 2025534$254.8K0.2%+534NewHolders