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BetterWealth, LLC

SEC CIK
0001911702
Latest filing
Jul 21, 2026

CAT holding history

Caterpillar Inc in every 13F filed by BetterWealth, 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)
318
Value
$338.6K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of CAT by BetterWealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026318$338.6K0.1%00.0%UnchangedHolders
Q1 2026318$225.3K<0.1%+318NewHolders