SEC 13F Intelligence

Expressive Wealth LLC / CAT

Expressive Wealth LLC’s Caterpillar Inc Position

Does Expressive Wealth LLC own Caterpillar Inc (CAT)? Yes1.1K shares worth $1M (+1.00% of its 13F portfolio) as of Q1 2026, up from 1.1K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
1.1K
% of Portfolio
+1.00%
Quarters Held
2
currently held

Position History CAT

Reported value by quarter
Q4 ’25: $630,730Q4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.1K$1M+1.00%
Q4 20251.1K$630,730+0.68%

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