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WP Advisors, LLC

SEC CIK
0001697796
Latest filing
Jul 29, 2026

CAT holding history

Caterpillar Inc in every 13F filed by WP Advisors, 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)
325
Value
$345.8K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of CAT by WP Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026325$345.8K0.1%−48−12.9%ReducedHolders
Q1 2026373$264.6K0.1%00.0%UnchangedHolders
Q4 2025373$213.5K0.1%+373NewHolders