TCWP LLC

SEC CIK: 0001907375
Latest filing: Nov 13, 2024

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by TCWP LLC, 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 Q3 2024 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2022

Holdings of CAT by TCWP LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−1,168−100.0%	Sold out	Holders
Q4 2022	1,168	$279.8K	0.1%	+1,168	New	Holders
Q2 2022	0	$0	0.0%	−475−100.0%	Sold out	Holders
Q1 2022	475	$105.0K	<0.1%	+475	New	Holders