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Bluespring Wealth Management, LLC: CAT position timeline

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

Bluespring Wealth Management, LLC held 9,186 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,186 shares
    Change vs previous 13F +5,218 shares

    0.19% of the 13F portfolio, value $9,781,774.

    13F-HR 0001557485-26-000004 filed by Bluespring 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 3,968 shares
    Change vs previous 13F +307 shares

    0.24% of the 13F portfolio, value $2,811,323.

    13F-HR 0001085146-26-000355 filed by Bluespring Wealth Management, LLC
    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 3,661 shares
    Change vs previous 13F -143 shares

    0.18% of the 13F portfolio, value $2,097,536.

    13F-HR 0001085146-26-000135 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,804 shares
    Change vs previous 13F +48 shares

    0.16% of the 13F portfolio, value $1,814,899.

    13F-HR 0001085146-25-005984 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,756 shares
    Change vs previous 13F -52 shares

    0.14% of the 13F portfolio, value $1,458,181.

    13F-HR 0001085146-25-004561 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,808 shares
    Change vs previous 13F +81 shares

    0.13% of the 13F portfolio, value $1,255,766.

    13F-HR 0001085146-25-002598 filed by Bluespring Wealth Management, LLC
    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 3,727 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $1,352,063.

    13F-HR 0001085146-25-000683 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,726 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,457,195.

    13F-HR 0001085146-24-005299 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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