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Abound Financial, LLC

SEC CIK
0002024264
Latest filing
Aug 14, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Abound Financial, 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)
225
Value
$239.6K
% of portfolio
0.1%
Quarters held
4
Since Q1 2025
Holdings of CAT by Abound Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026225$239.6K0.1%+200+800.0%AddedHolders
Q1 202625$17.7K<0.1%00.0%UnchangedHolders
Q4 202525$14.3K<0.1%+25NewHolders
Q2 20250$00.0%−25−100.0%Sold outHolders
Q1 202525$8.24K<0.1%+25NewHolders