SEC 13F Intelligence

Vivid Wealth Management, LLC / CAT

Vivid Wealth Management, LLC’s Caterpillar Inc Position

Does Vivid Wealth Management, LLC own Caterpillar Inc (CAT)? Yes — 3.9K shares worth $3M (+1.13% of its 13F portfolio) as of Q1 2026, down from 4.7K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
3.9K
% of Portfolio
+1.13%
Quarters Held
10
currently held

Position History CAT

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $3MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.9K$3M+1.13%
Q4 20254.7K$3M+1.04%
Q3 20255.9K$3M+1.12%
Q2 20257.2K$3M+1.22%
Q1 20257.0K$2M+1.16%
Q4 20246.6K$2M+1.21%
Q3 20246.5K$3M+1.33%
Q2 20246.4K$2M+1.20%
Q1 20244.4K$2M+1.00%
Q4 20234.5K$1M+0.91%

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