Skip to main content

LeClair Wealth Partners LLC

SEC CIK
0002056667
Latest filing
Aug 4, 2026

CAT holding history

Caterpillar Inc in every 13F filed by LeClair Wealth Partners 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)
471
Value
$501.8K
% of portfolio
0.3%
Quarters held
3
Since Q3 2025
Holdings of CAT by LeClair Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026471$501.8K0.3%+471NewHolders
Q1 20260$00.0%−445−100.0%Sold outHolders
Q4 2025445$254.9K0.1%00.0%UnchangedHolders
Q3 2025445$212.3K0.1%+445NewHolders