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O'Brien Wealth Partners LLC

SEC CIK
0001689874
Latest filing
Jan 22, 2026

CAT holding history

Caterpillar Inc in every 13F filed by O'Brien Wealth Partners 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 Q4 2025 holdings

Shares (Q4 2025)
2,535
Value
$1.45M
% of portfolio
0.2%
Quarters held
2
Since Q3 2025
Holdings of CAT by O'Brien Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20252,535$1.45M0.2%00.0%UnchangedHolders
Q3 20252,535$1.21M0.2%+2,535NewHolders