Forefront Wealth Management Inc.
- SEC CIK
- 0001904828
- Latest filing
- Jan 23, 2026
CAT holding history
Caterpillar Inc in every 13F filed by Forefront Wealth Management Inc., 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 Q4 2025 holdings
- Shares (Q4 2025)
- 6,751
- Value
- $3.87M
- % of portfolio
- 2.8%
- Quarters held
- 5
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 6,751 | $3.87M | 2.8% | −100−1.5% | Reduced | Holders |
| Q3 2025 | 6,851 | $3.27M | 2.4% | −179−2.5% | Reduced | Holders |
| Q2 2025 | 7,030 | $2.73M | 2.2% | +19+0.3% | Added | Holders |
| Q1 2025 | 7,011 | $2.31M | 2.1% | +31+0.4% | Added | Holders |
| Q4 2024 | 6,980 | $2.53M | 2.3% | – | No prior filing | Holders |