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Cedarwood Wealth LLC

SEC CIK
0002114448
Latest filing
Jul 23, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Cedarwood Wealth 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)
356
Value
$379.3K
% of portfolio
0.3%
Quarters held
2
Since Q1 2026
Holdings of CAT by Cedarwood Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026356$379.3K0.3%+47+15.2%AddedHolders
Q1 2026309$219.0K0.2%+309NewHolders