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U S Wealth Group, LLC.

SEC CIK
0001554427
Latest filing
Sep 10, 2026

CAT holding history

Caterpillar Inc in every 13F filed by U S Wealth Group, 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)
1,003
Value
$1.07M
% of portfolio
0.6%
Quarters held
1
Since Q2 2026
Holdings of CAT by U S Wealth Group, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,003$1.07M0.6%+1,003NewHolders