Fairhaven Wealth Management, LLC

SEC CIK: 0001767056
Latest filing: Feb 4, 2025

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Fairhaven Wealth Management, 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 Q4 2024 holdings

Shares (Q4 2024): 6,580
Value: $2.39M
% of portfolio: 0.7%
Quarters held: 3; Since Q2 2024

Holdings of CAT by Fairhaven Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	6,580	$2.39M	0.7%	+131+2.0%	Added	Holders
Q3 2024	6,449	$2.52M	0.8%	+157+2.5%	Added	Holders
Q2 2024	6,292	$2.10M	0.7%	+6,292	New	Holders