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Livermore
Livermore
ZHEN

Eagle Bluffs Wealth Management LLC

SEC CIK
0001906547
Latest filing
Aug 6, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Eagle Bluffs Wealth Management 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)
2,609
Value
$2.78M
% of portfolio
0.9%
Quarters held
19
Since Q4 2021
Holdings of CAT by Eagle Bluffs Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,609$2.78M0.9%−32−1.2%ReducedHolders
Q1 20262,641$1.87M0.7%00.0%UnchangedHolders
Q4 20252,641$1.51M0.6%+24+0.9%AddedHolders
Q3 20252,617$1.25M0.5%−35−1.3%ReducedHolders
Q2 20252,652$1.03M0.5%00.0%UnchangedHolders
Q1 20252,652$874.6K0.5%−42−1.6%ReducedHolders
Q4 20242,694$977.3K0.5%00.0%UnchangedHolders
Q3 20242,694$1.05M0.6%00.0%UnchangedHolders
Q2 20242,694$897.4K0.5%−40−1.5%ReducedHolders
Q1 20242,734$1.00M0.6%00.0%UnchangedHolders
Q4 20232,734$808.4K0.6%00.0%UnchangedHolders
Q3 20232,734$746.4K0.6%−43−1.5%ReducedHolders
Q2 20232,777$683.3K0.5%00.0%UnchangedHolders
Q1 20232,777$635.5K0.5%+22+0.8%AddedHolders
Q4 20222,755$660.0K0.7%00.0%UnchangedHolders
Q3 20222,755$452.0K0.5%−185−6.3%ReducedHolders
Q2 20222,940$526.0K0.6%00.0%UnchangedHolders
Q1 20222,940$655.0K0.6%+71+2.5%AddedHolders
Q4 20212,869$593.0K0.6%–No prior filingHolders