1858 Wealth Management, LLC
- SEC CIK
- 0002011812
- Latest filing
- Nov 14, 2025
CAT holding history
Caterpillar Inc in every 13F filed by 1858 Wealth 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 Q3 2025 holdings
- Shares (Q3 2025)
- 3,497
- Value
- $1.67M
- % of portfolio
- 1.2%
- Quarters held
- 8
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 3,497 | $1.67M | 1.2% | −244−6.5% | Reduced | Holders |
| Q2 2025 | 3,741 | $1.45M | 1.1% | −10−0.3% | Reduced | Holders |
| Q1 2025 | 3,751 | $1.24M | 1.0% | +416+12.5% | Added | Holders |
| Q4 2024 | 3,335 | $1.21M | 1.0% | +365+12.3% | Added | Holders |
| Q3 2024 | 2,970 | $1.16M | 1.0% | −253−7.8% | Reduced | Holders |
| Q2 2024 | 3,223 | $1.07M | 0.9% | −275−7.9% | Reduced | Holders |
| Q1 2024 | 3,498 | $1.03M | 1.0% | 00.0% | Unchanged | Holders |
| Q4 2023 | 3,498 | $1.03M | 1.0% | – | No prior filing | Holders |