Total Wealth Planning, LLC
- SEC CIK
- 0001762997
- Latest filing
- Feb 13, 2026
CAT holding history
Caterpillar Inc in every 13F filed by Total Wealth Planning, 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 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 1
- Since Q3 2023