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Livermore
Livermore
ZHEN

Meredith Wealth Planning

SEC CIK
0001956471
Latest filing
Jul 24, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Meredith Wealth Planning, 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)
958
Value
$1.02M
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of CAT by Meredith Wealth Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026958$1.02M0.2%−22−2.2%ReducedHolders
Q1 2026980$694.3K0.2%00.0%UnchangedHolders
Q4 2025980$561.4K0.2%−200−16.9%ReducedHolders
Q3 20251,180$563.0K0.2%00.0%UnchangedHolders
Q2 20251,180$458.1K0.2%00.0%UnchangedHolders
Q1 20251,180$389.2K0.2%00.0%UnchangedHolders
Q4 20241,180$428.1K0.2%00.0%UnchangedHolders
Q3 20241,180$461.5K0.2%00.0%UnchangedHolders
Q2 20241,180$393.1K0.2%00.0%UnchangedHolders
Q1 20241,180$432.4K0.2%−189−13.8%ReducedHolders
Q4 20231,369$404.8K0.3%−200−12.7%ReducedHolders
Q3 20231,569$428.3K0.3%−11−0.7%ReducedHolders
Q2 20231,580$388.8K0.3%00.0%UnchangedHolders
Q1 20231,580$361.6K0.3%+125+8.6%AddedHolders
Q4 20221,455$348.6K0.3%–No prior filingHolders