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Livermore
Livermore
ZHEN

Eagle Wealth Strategies LLC

SEC CIK
0002009882
Latest filing
Jul 9, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Eagle Wealth Strategies 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)
1,175
Value
$1.25M
% of portfolio
0.5%
Quarters held
11
Since Q4 2023
Holdings of CAT by Eagle Wealth Strategies LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,175$1.25M0.5%+4+0.3%AddedHolders
Q1 20261,171$829.4K0.4%00.0%UnchangedHolders
Q4 20251,171$670.5K0.3%+1+0.1%AddedHolders
Q3 20251,170$558.4K0.3%+3+0.3%AddedHolders
Q2 20251,167$453.0K0.3%00.0%UnchangedHolders
Q1 20251,167$384.8K0.2%+1+0.1%AddedHolders
Q4 20241,166$423.1K0.3%00.0%UnchangedHolders
Q3 20241,166$456.1K0.3%00.0%UnchangedHolders
Q2 20241,166$388.3K0.3%00.0%UnchangedHolders
Q1 20241,166$423.9K0.3%+1+0.1%AddedHolders
Q4 20231,165$344.5K0.2%–No prior filingHolders