SEC 13F Intelligence

Wealthspan Partners, LLC / CAT

Wealthspan Partners, LLC’s Caterpillar Inc Position

Does Wealthspan Partners, LLC own Caterpillar Inc (CAT)? Yes — 4.2K shares worth $3M (+1.05% of its 13F portfolio) as of Q1 2026, up from 4.2K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
4.2K
% of Portfolio
+1.05%
Quarters Held
18
currently held

Position History CAT

Reported value by quarter
Q4 ’21: $605,000Q4 ’21Q1 ’22: $652,000Q2 ’22: $511,000Q3 ’22: $469,000Q3 ’22Q4 ’22: $684,423Q1 ’23: $653,796Q2 ’23: $688,202Q2 ’23Q3 ’23: $764,946Q4 ’23: $807,179Q1 ’24: $1MQ1 ’24Q2 ’24: $1MQ3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $1MQ2 ’25: $2MQ3 ’25: $2MQ3 ’25Q4 ’25: $2MQ1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.2K$3M+1.05%
Q4 20254.2K$2M+0.87%
Q3 20254.2K$2M+0.77%
Q2 20254.2K$2M+0.67%
Q1 20254.2K$1M+0.64%
Q4 20244.2K$2M+0.73%
Q3 20244.2K$2M+0.82%
Q2 20244.2K$1M+0.78%
Q1 20243.5K$1M+0.76%
Q4 20232.7K$807,179+0.57%
Q3 20232.8K$764,946+0.60%
Q2 20232.8K$688,202+0.54%
Q1 20232.9K$653,796+0.56%
Q4 20222.9K$684,423+0.62%
Q3 20222.9K$469,000+0.49%
Q2 20222.9K$511,000+0.53%
Q1 20222.9K$652,000+0.59%
Q4 20212.9K$605,000+0.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthspan Partners, LLC’s full portfolio or all institutional holders of CAT.