Flatrock Wealth Partners LLC

SEC CIK: 0002130067
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Flatrock 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 overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 646
Value: $687.6K
% of portfolio: 0.3%
Quarters held: 3; Since Q4 2025

Holdings of CAT by Flatrock Wealth Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	646	$687.6K	0.3%	+13+2.1%	Added	Holders
Q1 2026	633	$448.7K	0.2%	+31+5.1%	Added	Holders
Q4 2025	602	$344.9K	0.2%	–	No prior filing	Holders