Skip to main content

Blake Schutter Theil Wealth Advisors, LLC

SEC CIK
0002042011
Latest filing
Jul 15, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Blake Schutter Theil Wealth Advisors, 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)
293
Value
$312.0K
% of portfolio
0.2%
Quarters held
3
Since Q3 2024
Holdings of CAT by Blake Schutter Theil Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026293$312.0K0.2%00.0%UnchangedHolders
Q1 2026293$207.6K0.2%+293NewHolders
Q4 20240$00.0%−720−100.0%Sold outHolders
Q3 2024720$281.6K0.2%–No prior filingHolders