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Corepath Wealth Partners LLC

SEC CIK
0001845838
Latest filing
Jul 9, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Corepath 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)
213
Value
$201.9K
% of portfolio
0.1%
Quarters held
2
Since Q3 2025
Holdings of CAT by Corepath Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026213$201.9K0.1%+213NewHolders
Q4 20250$00.0%−425−100.0%Sold outHolders
Q3 2025425$210.5K0.2%+425NewHolders