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Turning Point Benefit Group, Inc.

SEC CIK
0002008513
Latest filing
Jul 23, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Turning Point Benefit Group, 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)
415
Value
$440.5K
% of portfolio
0.2%
Quarters held
4
Since Q3 2025
Holdings of CAT by Turning Point Benefit Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026415$440.5K0.2%+30+7.8%AddedHolders
Q1 2026385$276.2K0.2%+23+6.4%AddedHolders
Q4 2025362$207.4K0.1%+30+9.0%AddedHolders
Q3 2025332$159.6K0.1%+332NewHolders