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Redmont Wealth Advisors LLC

SEC CIK
0001910482
Latest filing
Feb 6, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Redmont 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 Q4 2025 holdings

Shares (Q4 2025)
129
Value
$73.9K
% of portfolio
0.1%
Quarters held
10
Since Q4 2021
Holdings of CAT by Redmont Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2025129$73.9K0.1%00.0%UnchangedHolders
Q3 2025129$61.6K0.1%00.0%UnchangedHolders
Q2 2025129$50.1K0.1%+29+29.0%AddedHolders
Q1 2025100$33.0K0.1%+100NewHolders
Q4 20240$00.0%−129−100.0%Sold outHolders
Q3 2024129$50.5K0.1%00.0%UnchangedHolders
Q2 2024129$43.0K0.1%00.0%UnchangedHolders
Q1 2024129$47.3K0.1%+129NewHolders
Q1 20230$00.0%−1,100−100.0%Sold outHolders
Q4 20221,100$263.5K0.3%+1,100NewHolders
Q2 20220$00.0%−1,000−100.0%Sold outHolders
Q1 20221,000$223.0K0.2%00.0%UnchangedHolders
Q4 20211,000$207.0K0.2%–No prior filingHolders