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Sharp Financial Services, LLC

SEC CIK
0001733194
Latest filing
Jul 24, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Sharp Financial Services, 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)
464
Value
$493.6K
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of CAT by Sharp Financial Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026464$493.6K0.2%−6−1.3%ReducedHolders
Q1 2026470$333.3K0.2%+470NewHolders