Grey Fox Wealth Advisors, LLC

SEC CIK: 0001965362
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Grey Fox Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 333
Value: $354.6K
% of portfolio: 0.1%
Quarters held: 3; Since Q3 2025

Holdings of CAT by Grey Fox Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	333	$354.6K	0.1%	+2+0.6%	Added	Holders
Q1 2026	331	$234.5K	<0.1%	+331	New	Holders
Q4 2025	0	$0	0.0%	−312−100.0%	Sold out	Holders
Q3 2025	312	$148.9K	<0.1%	+312	New	Holders