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GDS Wealth Management

SEC CIK
0001940869
Latest filing
Aug 13, 2026

CAT holding history

Caterpillar Inc in every 13F filed by GDS Wealth Management, 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)
894
Value
$952.0K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of CAT by GDS Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026894$952.0K<0.1%+894NewHolders