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Winthrop Capital Management, LLC

SEC CIK
0002010657
Latest filing
Aug 13, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Winthrop Capital Management, 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)
304
Value
$324.0K
% of portfolio
0.1%
Quarters held
8
Since Q4 2023
Holdings of CAT by Winthrop Capital Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026304$324.0K0.1%00.0%UnchangedHolders
Q1 2026304$215.0K0.1%00.0%UnchangedHolders
Q4 2025304$174.0K<0.1%00.0%UnchangedHolders
Q3 2025304$145.0K<0.1%00.0%UnchangedHolders
Q2 2025304$118.0K<0.1%00.0%UnchangedHolders
Q1 2025304$100.0K<0.1%00.0%UnchangedHolders
Q4 2024304$110.0K<0.1%+304NewHolders
Q1 20240$00.0%−1,989−100.0%Sold outHolders
Q4 20231,989$588.1K0.2%–No prior filingHolders