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PCG Wealth Advisors, LLC

SEC CIK
0001905393
Latest filing
Aug 3, 2026

CAT holding history

Caterpillar Inc in every 13F filed by PCG 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)
240
Value
$255.6K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of CAT by PCG Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026240$255.6K0.1%+240NewHolders