Elevation Advisory Partners LLC

SEC CIK: 0002124354
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Elevation Advisory Partners 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): 3,040
Value: $2.63M
% of portfolio: 2.7%
Quarters held: 2; Since Q1 2026

Holdings of CAT by Elevation Advisory Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,040	$2.63M	2.7%	−40−1.3%	Reduced	Holders
Q1 2026	3,080	$1.97M	1.8%	–	No prior filing	Holders