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Livermore
Livermore
ZHEN

Centric Wealth Management

SEC CIK
0001752761
Latest filing
Aug 6, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Centric Wealth Management, 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)
1,012
Value
$885.1K
% of portfolio
0.1%
Quarters held
13
Since Q2 2023
Holdings of CAT by Centric Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,012$885.1K0.1%00.0%UnchangedHolders
Q1 20261,012$885.1K0.2%+2+0.2%AddedHolders
Q4 20251,010$697.6K0.1%+23+2.3%AddedHolders
Q3 2025987$569.5K0.1%+30+3.1%AddedHolders
Q2 2025957$398.8K0.1%+35+3.8%AddedHolders
Q1 2025922$304.2K0.1%−5−0.5%ReducedHolders
Q4 2024927$336.4K0.1%−5−0.5%ReducedHolders
Q3 2024932$388.6K0.1%+6+0.6%AddedHolders
Q2 2024926$324.6K0.1%00.0%UnchangedHolders
Q1 2024926$309.8K0.1%+33+3.7%AddedHolders
Q4 2023893$287.0K0.1%+25+2.9%AddedHolders
Q3 2023868$237.0K0.1%00.0%UnchangedHolders
Q2 2023868$216.0K0.1%+868NewHolders