Capstone Wealth Management Group LLC

SEC CIK: 0002059649
Latest filing: Apr 16, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Capstone Wealth Management Group 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 Q1 2026 holdings

Shares (Q1 2026): 836
Value: $591.9K
% of portfolio: 0.4%
Quarters held: 6; Since Q4 2024

Holdings of CAT by Capstone Wealth Management Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	836	$591.9K	0.4%	+119+16.6%	Added	Holders
Q4 2025	717	$410.6K	0.2%	+11+1.6%	Added	Holders
Q3 2025	706	$336.6K	0.2%	+89+14.4%	Added	Holders
Q2 2025	617	$239.5K	0.2%	−258−29.5%	Reduced	Holders
Q1 2025	875	$288.7K	0.2%	+1+0.1%	Added	Holders
Q4 2024	874	$316.9K	0.2%	–	No prior filing	Holders