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Disclosery

Bernard Wealth Management Corp.: CAT position timeline

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

Bernard Wealth Management Corp. held 6,033 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,033 shares
    Change vs previous 13F -213 shares

    2.37% of the 13F portfolio, value $6,424,868.

    13F-HR 0002056313-26-000004 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 6,246 shares
    Change vs previous 13F +279 shares

    1.89% of the 13F portfolio, value $4,424,894.

    13F-HR 0002056313-26-000003 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 5,967 shares
    Change vs previous 13F +30 shares

    1.39% of the 13F portfolio, value $3,418,437.

    13F-HR 0002056313-26-000001 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,937 shares
    Change vs previous 13F +109 shares

    1.18% of the 13F portfolio, value $2,833,051.

    13F-HR 0002056313-25-000007 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,828 shares
    Change vs previous 13F -2,562 shares

    1.05% of the 13F portfolio, value $2,262,640.

    13F-HR 0002056313-25-000006 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 8,390 shares
    Change vs previous 13F +54 shares

    1.35% of the 13F portfolio, value $2,767,102.

    13F-HR 0002056313-25-000004 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 8,336 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $3,024,003.

    13F-HR/A 0002056313-25-000002 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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