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FirstPurpose Wealth LLC

SEC CIK
0001913420
Latest filing
Apr 23, 2024

CAT holding history

Caterpillar Inc in every 13F filed by FirstPurpose Wealth 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 Q1 2024 holdings

Shares (Q1 2024)
580
Value
$215.8K
% of portfolio
0.1%
Quarters held
1
Since Q1 2024
Holdings of CAT by FirstPurpose Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2024580$215.8K0.1%+580NewHolders