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Disclosery

Avidian Wealth Enterprises, LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avidian Wealth Enterprises, LLC on CAT, newest first. How the timeline and the estimate are built.

Avidian Wealth Enterprises, LLC held 5,302 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,302 shares
    Change vs previous 13F -54 shares

    0.12% of the 13F portfolio, value $4,299,024.

    13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,356 shares
    Change vs previous 13F +145 shares

    0.16% of the 13F portfolio, value $5,703,099.

    13F-HR 0002085853-26-000851 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 5,211 shares
    Change vs previous 13F +858 shares

    0.12% of the 13F portfolio, value $3,691,958.

    13F-HR 0001471474-26-000005 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 4,353 shares
    Change vs previous 13F +142 shares

    0.09% of the 13F portfolio, value $2,493,430.

    13F-HR 0002085853-26-000161 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 4,211 shares
    Change vs previous 13F +70 shares

    0.08% of the 13F portfolio, value $2,009,224.

    13F-HR 0002085853-25-000195 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 4,141 shares
    Change vs previous 13F +193 shares

    0.07% of the 13F portfolio, value $1,607,433.

    13F-HR 0001667731-25-001007 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 3,948 shares
    Change vs previous 13F -697 shares

    0.06% of the 13F portfolio, value $1,302,002.

    13F-HR 0001667731-25-000528 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 4,645 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,685,191.

    13F-HR 0001667731-25-000150 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).