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FOCUS Wealth Advisors, LLC

SEC CIK
0001845643
Latest filing
Jul 7, 2026

CAT holding history

Caterpillar Inc in every 13F filed by FOCUS Wealth Advisors, 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)
2,211
Value
$2.35M
% of portfolio
1.1%
Quarters held
1
Since Q2 2026
Holdings of CAT by FOCUS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,211$2.35M1.1%+2,211NewHolders