Discipline Wealth Solutions, LLC

SEC CIK: 0002010507
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Discipline Wealth Solutions, 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): 449
Value: $477.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of CAT by Discipline Wealth Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	449	$477.8K	<0.1%	+1+0.2%	Added	Holders
Q1 2026	448	$317.6K	<0.1%	−1−0.2%	Reduced	Holders
Q4 2025	449	$257.2K	<0.1%	+449	New	Holders