Frg Family Wealth Advisors LLC / CAT
Frg Family Wealth Advisors LLC’s Caterpillar Inc Position
Does Frg Family Wealth Advisors LLC own Caterpillar Inc (CAT)? Yes — 13.7K shares worth $10M (+1.59% of its 13F portfolio) as of Q1 2026, down from 14.1K shares the prior filed quarter.
Position Value
$10M
Q1 2026
Shares
13.7K
% of Portfolio
+1.59%
Quarters Held
18
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 13.7K | $10M | +1.59% |
| Q4 2025 | 14.1K | $8M | +1.25% |
| Q3 2025 | 14.0K | $7M | +1.08% |
| Q2 2025 | 14.0K | $5M | +0.95% |
| Q1 2025 | 14.3K | $5M | +0.91% |
| Q4 2024 | 14.3K | $5M | +0.94% |
| Q3 2024 | 14.3K | $6M | +1.00% |
| Q2 2024 | 14.6K | $5M | +0.92% |
| Q1 2024 | 14.8K | $5M | +0.97% |
| Q4 2023 | 14.8K | $4M | +0.89% |
| Q3 2023 | 16.8K | $5M | +1.04% |
| Q2 2023 | 16.9K | $4M | +0.91% |
| Q1 2023 | 16.9K | $4M | +0.88% |
| Q4 2022 | 16.9K | $4M | +0.96% |
| Q3 2022 | 17.4K | $3M | +0.71% |
| Q2 2022 | 17.5K | $3M | +0.72% |
| Q1 2022 | 17.4K | $4M | +0.75% |
| Q4 2021 | 17.3K | $4M | +0.67% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Frg Family Wealth Advisors LLC’s full portfolio or all institutional holders of CAT.