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Forefront Wealth Partners, LLC

SEC CIK
0002068112
Latest filing
Aug 20, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Forefront 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)
221
Value
$236.2K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of CAT by Forefront Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026221$236.2K0.1%+221NewHolders