SEC 13F Intelligence

Forefront Wealth Management Inc. / CAT

Forefront Wealth Management Inc.’s Caterpillar Inc Position

Does Forefront Wealth Management Inc. own Caterpillar Inc (CAT)? Yes — 6.8K shares worth $4M (+2.77% of its 13F portfolio) as of Q4 2025, down from 6.9K shares the prior filed quarter.

Position Value
$4M
Q4 2025
Shares
6.8K
% of Portfolio
+2.77%
Quarters Held
5
currently held

Position History CAT

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $4MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20256.8K$4M+2.77%
Q3 20256.9K$3M+2.40%
Q2 20257.0K$3M+2.19%
Q1 20257.0K$2M+2.14%
Q4 20247.0K$3M+2.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Forefront Wealth Management Inc.’s full portfolio or all institutional holders of CAT.