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Innovative Wealth Building LLC

SEC CIK
0002062596
Latest filing
Jul 23, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Innovative Wealth Building 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)
412
Value
$438.7K
% of portfolio
0.3%
Quarters held
3
Since Q4 2025
Holdings of CAT by Innovative Wealth Building LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026412$438.7K0.3%+12+3.0%AddedHolders
Q1 2026400$283.4K0.2%00.0%UnchangedHolders
Q4 2025400$229.1K0.2%+400NewHolders