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Centennial Wealth Advisory LLC

SEC CIK
0001839421
Latest filing
Jul 13, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Centennial Wealth Advisory 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)
260
Value
$277.0K
% of portfolio
0.1%
Quarters held
5
Since Q3 2022
Holdings of CAT by Centennial Wealth Advisory LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026260$277.0K0.1%−58−18.2%ReducedHolders
Q1 2026318$225.2K0.1%+318NewHolders
Q2 20230$00.0%−1,035−100.0%Sold outHolders
Q1 20231,035$236.8K0.1%−555−34.9%ReducedHolders
Q4 20221,590$380.8K0.2%+91+6.1%AddedHolders
Q3 20221,499$246.0K0.1%+1,499NewHolders