LeConte Wealth Management, LLC

SEC CIK: 0002060443
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by LeConte 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 2026 holdings

Shares (Q2 2026): 808
Value: $859.9K
% of portfolio: 0.5%
Quarters held: 5; Since Q2 2025

Holdings of CAT by LeConte Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	808	$859.9K	0.5%	+85+11.8%	Added	Holders
Q1 2026	723	$512.5K	0.3%	+27+3.9%	Added	Holders
Q4 2025	696	$398.9K	0.3%	+12+1.8%	Added	Holders
Q3 2025	684	$326.5K	0.2%	+104+17.9%	Added	Holders
Q2 2025	580	$225.2K	0.2%	+580	New	Holders