WESPAC Advisors SoCal, LLC

SEC CIK: 0001668188
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by WESPAC Advisors SoCal, 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 (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2022

Holdings of CAT by WESPAC Advisors SoCal, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−2,496−100.0%	Sold out	Holders
Q2 2022	2,496	$446.0K	0.2%	−279−10.1%	Reduced	Holders
Q1 2022	2,775	$618.0K	0.2%	+2,775	New	Holders