SEC 13F Intelligence

Rockline Wealth Management, LLC / CAT

Rockline Wealth Management, LLC’s Caterpillar Inc Position

Does Rockline Wealth Management, LLC own Caterpillar Inc (CAT)? Yes — 9.3K shares worth $7M (+1.43% of its 13F portfolio) as of Q1 2026, up from 1.1K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
9.3K
% of Portfolio
+1.43%
Quarters Held
10
currently held

Position History CAT

Reported value by quarter
Q4 ’23: $271,130Q4 ’23Q1 ’24: $336,016Q2 ’24: $375,404Q2 ’24Q3 ’24: $440,791Q4 ’24: $408,830Q4 ’24Q1 ’25: $371,684Q2 ’25: $407,232Q2 ’25Q3 ’25: $500,531Q4 ’25: $658,229Q4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.3K$7M+1.43%
Q4 20251.1K$658,229+0.13%
Q3 20251.0K$500,531+0.10%
Q2 20251.0K$407,232+0.10%
Q1 20251.1K$371,684+0.10%
Q4 20241.1K$408,830+0.11%
Q3 20241.1K$440,791+0.12%
Q2 20241.1K$375,404+0.12%
Q1 2024917$336,016+0.12%
Q4 2023917$271,130+0.11%

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