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Archetype Wealth Partners

SEC CIK
0001769089
Latest filing
Aug 14, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Archetype Wealth Partners, 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)
266
Value
$283.0K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of CAT by Archetype Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026266$283.0K<0.1%+266NewHolders