Tanager Wealth Management LLP

SEC CIK: 0001892929
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Tanager Wealth Management LLP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 553
Value: $588.9K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of CAT by Tanager Wealth Management LLP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	553	$588.9K	0.1%	+44+8.6%	Added	Holders
Q1 2026	509	$360.6K	<0.1%	+96+23.2%	Added	Holders
Q4 2025	413	$236.6K	<0.1%	+413	New	Holders