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Livermore
Livermore
ZHEN

Olistico Wealth, LLC

SEC CIK
0001962695
Latest filing
Jul 13, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Olistico 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 Q2 2026 holdings

Shares (Q2 2026)
1,942
Value
$2.07M
% of portfolio
0.9%
Quarters held
15
Since Q4 2022
Holdings of CAT by Olistico Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,942$2.07M0.9%00.0%UnchangedHolders
Q1 20261,942$1.38M0.7%+35+1.8%AddedHolders
Q4 20251,907$1.09M0.5%00.0%UnchangedHolders
Q3 20251,907$909.9K0.5%−328−14.7%ReducedHolders
Q2 20252,235$867.6K0.5%+705+46.1%AddedHolders
Q1 20251,530$504.6K0.3%00.0%UnchangedHolders
Q4 20241,530$555.0K0.3%00.0%UnchangedHolders
Q3 20241,530$598.4K0.4%00.0%UnchangedHolders
Q2 20241,530$509.6K0.3%+100+7.0%AddedHolders
Q1 20241,430$524.0K0.4%−700−32.9%ReducedHolders
Q4 20232,130$629.8K0.5%+70+3.4%AddedHolders
Q3 20232,060$562.4K0.5%−300−12.7%ReducedHolders
Q2 20232,360$580.7K0.5%+500+26.9%AddedHolders
Q1 20231,860$425.6K0.4%+130+7.5%AddedHolders
Q4 20221,730$414.4K0.4%–No prior filingHolders