Platt Wealth Management LLC / CAT
Platt Wealth Management LLC’s Caterpillar Inc Position
Does Platt Wealth Management LLC own Caterpillar Inc (CAT)? Yes — 3.3K shares worth $2M (+2.31% of its 13F portfolio) as of Q1 2026.
Position Value
$2M
Q1 2026
Shares
3.3K
% of Portfolio
+2.31%
Quarters Held
2
currently held
Position History CAT
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Platt Wealth Management LLC’s full portfolio or all institutional holders of CAT.