Benchmark Financial Wealth Advisors, LLC

SEC CIK: 0001757706
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Benchmark Financial Wealth Advisors, 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 (Q2 2026): 486
Value: $517.1K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of CAT by Benchmark Financial Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	486	$517.1K	0.1%	−39−7.4%	Reduced	Holders
Q1 2026	525	$372.1K	0.1%	+71+15.6%	Added	Holders
Q4 2025	454	$260.0K	0.1%	+5+1.1%	Added	Holders
Q3 2025	449	$214.0K	0.1%	+449	New	Holders