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BNC WEALTH MANAGEMENT, LLC: CAT position timeline

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

BNC WEALTH MANAGEMENT, LLC held 12,357 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,357 shares
    Change vs previous 13F +63 shares

    3.18% of the 13F portfolio, value $13,159,375.

    13F-HR 0001821549-26-000003 filed by BNC 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 12,294 shares
    Change vs previous 13F -283 shares

    2.42% of the 13F portfolio, value $8,709,814.

    13F-HR 0001821549-26-000002 filed by BNC 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 12,577 shares
    Change vs previous 13F +292 shares

    1.85% of the 13F portfolio, value $7,204,738.

    13F-HR 0001821549-26-000001 filed by BNC 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 12,285 shares
    Change vs previous 13F +1,005 shares

    1.48% of the 13F portfolio, value $5,861,783.

    13F-HR 0001821549-25-000004 filed by BNC 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 11,280 shares
    Change vs previous 13F +498 shares

    1.3% of the 13F portfolio, value $4,379,096.

    13F-HR 0001821549-25-000002 filed by BNC 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 10,782 shares
    Change vs previous 13F +208 shares

    1.28% of the 13F portfolio, value $3,556,032.

    13F-HR 0001849518-25-000005 filed by BNC 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 10,574 shares
    Change vs previous 13F +550 shares

    1.26% of the 13F portfolio, value $3,835,707.

    13F-HR 0001812178-25-000002 filed by BNC 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 10,024 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $3,920,577.

    13F-HR 0001975550-24-000012 filed by BNC WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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