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Reicon Wealth Advisors, LLC

SEC CIK
0001888847
Latest filing
Jul 29, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Reicon 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)
230
Value
$244.9K
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of CAT by Reicon Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026230$244.9K0.2%−370−61.7%ReducedHolders
Q1 2026600$425.1K0.3%+600NewHolders