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IronOak Wealth LLC.

SEC CIK
0002037081
Latest filing
Jul 14, 2025

CAT holding history

Caterpillar Inc in every 13F filed by IronOak Wealth 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 2025 holdings

Shares (Q4 2024)
5,565
Value
$2.02M
% of portfolio
2.3%
Quarters held
1
Since Q4 2024
Holdings of CAT by IronOak Wealth LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2025––––Not filedHolders
Q4 20245,565$2.02M2.3%–No prior filingHolders