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Livermore
Livermore
ZHEN

Seed Wealth Management, Inc.

SEC CIK
0001963728
Latest filing
Jul 27, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Seed Wealth Management, Inc., 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)
280
Value
$298.2K
% of portfolio
0.2%
Quarters held
13
Since Q4 2022
Holdings of CAT by Seed Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026280$298.2K0.2%+280NewHolders
Q4 20250$00.0%−525−100.0%Sold outHolders
Q3 2025525$250.5K0.2%−915−63.5%ReducedHolders
Q2 20251,440$559.0K0.4%00.0%UnchangedHolders
Q1 20251,440$474.9K0.4%00.0%UnchangedHolders
Q4 20241,440$522.4K0.4%00.0%UnchangedHolders
Q3 20241,440$563.2K0.5%00.0%UnchangedHolders
Q2 20241,440$479.7K0.4%+85+6.3%AddedHolders
Q1 20241,355$492.9K0.5%00.0%UnchangedHolders
Q4 20231,355$396.6K0.4%00.0%UnchangedHolders
Q3 20231,355$369.9K0.4%00.0%UnchangedHolders
Q2 20231,355$333.4K0.4%00.0%UnchangedHolders
Q1 20231,355$310.1K0.4%00.0%UnchangedHolders
Q4 20221,355$324.6K0.4%–No prior filingHolders