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TSA Wealth Managment LLC

SEC CIK
0001963669
Latest filing
Aug 3, 2026

CAT holding history

Caterpillar Inc in every 13F filed by TSA Wealth Managment 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)
661
Value
$703.9K
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of CAT by TSA Wealth Managment LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026661$703.9K0.2%+64+10.7%AddedHolders
Q1 2026597$423.0K0.1%+597NewHolders