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Wiser Wealth Management, Inc

SEC CIK
0001573263
Latest filing
Jul 14, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Wiser Wealth Management, Inc, 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)
263
Value
$280.1K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of CAT by Wiser Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026263$280.1K0.1%+263NewHolders