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Sequent Planning LLC

SEC CIK
0002009724
Latest filing
Aug 14, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Sequent Planning 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)
266
Value
$283.7K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of CAT by Sequent Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026266$283.7K0.1%−19−6.7%ReducedHolders
Q1 2026285$202.1K<0.1%+285NewHolders