Stillwater Wealth Management Group

SEC CIK: 0002063941
Latest filing: May 11, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Stillwater Wealth Management Group, 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): 3,194
Value: $2.26M
% of portfolio: 1.4%
Quarters held: 3; Since Q3 2025

Holdings of CAT by Stillwater Wealth Management Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	3,194	$2.26M	1.4%	+481+17.7%	Added	Holders
Q4 2025	2,713	$1.55M	1.1%	+1,893+230.9%	Added	Holders
Q3 2025	820	$391.0K	0.3%	–	No prior filing	Holders