Skip to main content

Stone Wealth Partners

SEC CIK
0001813454
Latest filing
Jul 16, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Stone 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)
290
Value
$308.8K
% of portfolio
0.2%
Quarters held
1
Since Q2 2026
Holdings of CAT by Stone Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026290$308.8K0.2%+290NewHolders