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Revolve Wealth Partners, LLC

SEC CIK
0001808992
Latest filing
Jul 9, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Revolve Wealth Partners, 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 Q2 2026 holdings

Shares (Q2 2026)
806
Value
$858.8K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of CAT by Revolve Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026806$858.8K0.1%+29+3.7%AddedHolders
Q1 2026777$550.8K0.1%+96+14.1%AddedHolders
Q4 2025681$390.4K<0.1%+16+2.4%AddedHolders
Q3 2025665$317.5K<0.1%+40+6.4%AddedHolders
Q2 2025625$242.8K<0.1%−59−8.6%ReducedHolders
Q1 2025684$225.7K<0.1%+19+2.9%AddedHolders
Q4 2024665$241.4K<0.1%+28+4.4%AddedHolders
Q3 2024637$249.3K<0.1%−43−6.3%ReducedHolders
Q2 2024680$226.6K<0.1%+2+0.3%AddedHolders
Q1 2024678$248.6K<0.1%+678NewHolders