Skip to content
Disclosery

Bluebird Wealth Management LLC: CAT position timeline

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

Bluebird Wealth Management LLC held 2,416 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,416 shares
    Change vs previous 13F -46 shares

    2.23% of the 13F portfolio, value $2,572,798.

    13F-HR 0002104503-26-000003 filed by Bluebird Wealth Management LLC
    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 2,462 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $1,744,229.

    13F-HR 0002104503-26-000002 filed by Bluebird Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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