Centricity Wealth Management, LLC

SEC CIK: 0002054645
Latest filing: Jul 18, 2025

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Centricity 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 overview All 13F holders of CAT Full Q2 2025 holdings

Shares (Q2 2025): 484
Value: $187.9K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2024

Holdings of CAT by Centricity Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	484	$187.9K	0.2%	+1+0.2%	Added	Holders
Q1 2025	483	$159.3K	0.1%	+1+0.2%	Added	Holders
Q4 2024	482	$174.9K	0.2%	–	No prior filing	Holders