SEC 13F Intelligence

Resolute Wealth Strategies, LLC / CAT

Resolute Wealth Strategies, LLC’s Caterpillar Inc Position

Does Resolute Wealth Strategies, LLC own Caterpillar Inc (CAT)? Yes12.8K shares worth $9M (+3.90% of its 13F portfolio) as of Q1 2026, down from 12.8K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
12.8K
% of Portfolio
+3.90%
Quarters Held
13
currently held

Position History CAT

Reported value by quarter
Q1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $5MQ3 ’23Q4 ’23: $5MQ1 ’24: $6MQ1 ’24Q2 ’24: $5MQ3 ’24: $5MQ3 ’24Q4 ’24: $5MQ1 ’25: $4MQ1 ’25Q2 ’25: $5MQ3 ’25: $6MQ3 ’25Q4 ’25: $7MQ1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.8K$9M+3.90%
Q4 202512.8K$7M+3.22%
Q3 202513.3K$6M+2.91%
Q2 202513.5K$5M+2.81%
Q1 202513.5K$4M+2.49%
Q4 202413.5K$5M+2.52%
Q3 202413.6K$5M+2.76%
Q2 202414.9K$5M+2.86%
Q1 202415.4K$6M+3.41%
Q4 202316.0K$5M+3.20%
Q3 202316.6K$5M+3.38%
Q2 202316.6K$4M+3.18%
Q1 202316.8K$4M+3.27%

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