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Livermore
Livermore
ZHEN

Wealthspan Partners, LLC

SEC CIK
0001909805
Latest filing
Aug 6, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Wealthspan Partners, 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)
4,184
Value
$4.46M
% of portfolio
1.4%
Quarters held
19
Since Q4 2021
Holdings of CAT by Wealthspan Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,184$4.46M1.4%−22−0.5%ReducedHolders
Q1 20264,206$2.98M1.0%+3+0.1%AddedHolders
Q4 20254,203$2.41M0.9%−18−0.4%ReducedHolders
Q3 20254,221$2.01M0.8%+27+0.6%AddedHolders
Q2 20254,194$1.63M0.7%−32−0.8%ReducedHolders
Q1 20254,226$1.39M0.6%−10−0.2%ReducedHolders
Q4 20244,236$1.54M0.7%−10.0%ReducedHolders
Q3 20244,237$1.66M0.8%+10.0%AddedHolders
Q2 20244,236$1.41M0.8%+738+21.1%AddedHolders
Q1 20243,498$1.28M0.8%+768+28.1%AddedHolders
Q4 20232,730$807.2K0.6%−72−2.6%ReducedHolders
Q3 20232,802$764.9K0.6%+5+0.2%AddedHolders
Q2 20232,797$688.2K0.5%−60−2.1%ReducedHolders
Q1 20232,857$653.8K0.6%00.0%UnchangedHolders
Q4 20222,857$684.4K0.6%00.0%UnchangedHolders
Q3 20222,857$469.0K0.5%00.0%UnchangedHolders
Q2 20222,857$511.0K0.5%−70−2.4%ReducedHolders
Q1 20222,927$652.0K0.6%00.0%UnchangedHolders
Q4 20212,927$605.0K0.5%–No prior filingHolders