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Peak Planning Group, LLC

SEC CIK
0002097384
Latest filing
Aug 12, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Peak Planning Group, 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)
319
Value
$339.7K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of CAT by Peak Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026319$339.7K0.1%00.0%UnchangedHolders
Q1 2026319$226.0K0.1%+319NewHolders