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Livermore
Livermore
ZHEN

PBMares Wealth Management LLC

SEC CIK
0001801682
Latest filing
Oct 27, 2025

CAT holding history

Caterpillar Inc in every 13F filed by PBMares 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 overviewAll 13F holders of CATFull Q3 2025 holdings

Shares (Q3 2025)
1,482
Value
$707.3K
% of portfolio
0.1%
Quarters held
17
Since Q3 2021
Holdings of CAT by PBMares Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20251,482$707.3K0.1%00.0%UnchangedHolders
Q2 20251,482$575.5K0.1%−65−4.2%ReducedHolders
Q1 20251,547$510.2K0.1%−166−9.7%ReducedHolders
Q4 20241,713$621.3K0.1%−249−12.7%ReducedHolders
Q3 20241,962$767.5K0.2%+200+11.4%AddedHolders
Q2 20241,762$586.9K0.1%−1−0.1%ReducedHolders
Q1 20241,763$646.1K0.2%+52+3.0%AddedHolders
Q4 20231,711$506.0K0.2%+400+30.5%AddedHolders
Q3 20231,311$358.0K0.1%00.0%UnchangedHolders
Q2 20231,311$322.7K0.1%+150+12.9%AddedHolders
Q1 20231,161$265.8K0.1%−440−27.5%ReducedHolders
Q4 20221,601$383.6K0.2%00.0%UnchangedHolders
Q3 20221,601$263.0K0.1%00.0%UnchangedHolders
Q2 20221,601$286.0K0.1%+140+9.6%AddedHolders
Q1 20221,461$326.0K0.2%+80+5.8%AddedHolders
Q4 20211,381$286.0K0.1%00.0%UnchangedHolders
Q3 20211,381$265.0K0.1%+1,381NewHolders