Left Brain Wealth Management, LLC / CAT
Left Brain Wealth Management, LLC’s Caterpillar Inc Position
Does Left Brain Wealth Management, LLC own Caterpillar Inc (CAT)? Yes — 4.7K shares worth $3M (+1.31% of its 13F portfolio) as of Q1 2026.
Position Value
$3M
Q1 2026
Shares
4.7K
% of Portfolio
+1.31%
Quarters Held
1
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 4.7K | $3M | +1.31% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Left Brain Wealth Management, LLC’s full portfolio or all institutional holders of CAT.