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Vistica Wealth Advisors, LLC

SEC CIK
0002109247
Latest filing
Jul 27, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Vistica Wealth Advisors, 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)
228
Value
$242.8K
% of portfolio
0.2%
Quarters held
1
Since Q2 2026
Holdings of CAT by Vistica Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026228$242.8K0.2%+228NewHolders