SEC 13F Intelligence

Ark Wealth Advisors LLC / CAT

Ark Wealth Advisors LLC’s Caterpillar Inc Position

Does Ark Wealth Advisors LLC own Caterpillar Inc (CAT)? Yes2.9K shares worth $2M (+2.00% of its 13F portfolio) as of Q1 2026, up from 2.8K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
2.9K
% of Portfolio
+2.00%
Quarters Held
2
currently held

Position History CAT

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.9K$2M+2.00%
Q4 20252.8K$2M+1.74%

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