Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
CAT holding history
Caterpillar Inc in every 13F filed by Meriwether Wealth & Planning, 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)
- 1,986
- Value
- $2.11M
- % of portfolio
- 1.0%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,986 | $2.11M | 1.0% | 00.0% | Unchanged | Holders |
| Q1 2026 | 1,986 | $1.41M | 0.8% | −2−0.1% | Reduced | Holders |
| Q4 2025 | 1,988 | $1.14M | 0.6% | +267+15.5% | Added | Holders |
| Q3 2025 | 1,721 | $821.2K | 0.5% | −94−5.2% | Reduced | Holders |
| Q2 2025 | 1,815 | $704.6K | 0.4% | −3−0.2% | Reduced | Holders |
| Q1 2025 | 1,818 | $599.6K | 0.4% | +6+0.3% | Added | Holders |
| Q4 2024 | 1,812 | $657.3K | 0.5% | – | No prior filing | Holders |