Stocks
CAT
LPL Financial LLC

LPL Financial LLC

CIK

0001403438

City

FORT MILL

State / Country

Stock

CAT — CATERPILLAR INC

Holdings in CAT

Position Over Time

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$343,722	600	-33.3%	Shares	Sole	2026-02-11
2025-12-31	$515,583	900	-99.9%	Shares	Sole	2026-02-11
2025-12-31	$586,172,041	1,023,220	+127802.5%	Shares	Sole	2026-02-11
2025-09-30	$381,720	800	+14.3%	Shares	Sole	2025-11-12
2025-09-30	$334,005	700	-99.9%	Shares	Sole	2025-11-12
2025-09-30	$469,138,174	983,209	-0.3%	Shares	Sole	2025-11-12
2025-06-30	$382,938,496	986,421	+4.9%	Shares	Sole	2025-08-12
2025-03-31	$310,134,685	940,372	+3.3%	Shares	Sole	2025-05-07
2024-12-31	$330,083,304	909,922	+3.4%	Shares	Sole	2025-02-11
2024-09-30	$344,044,014	879,638	+5.2%	Shares	Sole	2024-11-08
2024-06-30	$278,486,256	836,044	+7.7%	Shares	Sole	2024-08-07
2024-03-31	$284,430,294	776,220	-1.2%	Shares	Sole	2024-05-10
2023-12-31	$232,321,519	785,746	+3.3%	Shares	Sole	2024-02-14
2023-09-30	$207,579,918	760,366	+5.1%	Shares	Sole	2023-11-13
2023-06-30	$177,988,141	723,382	+5.3%	Shares	Sole	2023-07-31
2023-03-31	$157,199,120	686,939	+3.3%	Shares	Sole	2023-05-10
2022-12-31	$159,366,092	665,245	-5.1%	Shares	Sole	2023-02-07
2022-09-30	$114,993,170	700,836	+10.1%	Shares	Sole	2022-11-14
2022-06-30	$113,803,978	636,630	+0.4%	Shares	Sole	2022-08-12
2022-03-31	$141,329,601	634,277	+0.5%	Shares	Sole	2022-05-16
2021-12-31	$130,499,663	631,226	+8.1%	Shares	Sole	2022-02-14
2021-09-30	$112,120,462	584,052	-1.7%	Shares	Sole	2021-11-15
2021-06-30	$129,255,462	593,923	+5.5%	Shares	Sole	2021-08-13
2021-03-31	$130,475,799	562,711	+5.7%	Shares	Sole	2021-05-14
2020-12-31	$96,883,967	532,271	+4.7%	Shares	Sole	2021-02-12
2020-09-30	$75,803,996	508,240	+3.7%	Shares	Sole	2020-11-09
2020-06-30	$61,995,246	490,081	+25.3%	Shares	Sole	2020-08-13
2020-03-31	$45,391,018	391,167	—	Shares	Sole	2020-05-14