BKM Wealth Management, LLC

SEC CIK: 0002007263
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by BKM Wealth Management, 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): 265
Value: $282.5K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2023

Holdings of CAT by BKM Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	265	$282.5K	0.1%	+265	New	Holders
Q2 2024	0	$0	0.0%	−210−100.0%	Sold out	Holders
Q1 2024	210	$77.0K	<0.1%	−285−57.6%	Reduced	Holders
Q4 2023	495	$146.6K	0.1%	–	No prior filing	Holders