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Disclosery

Bogart Wealth, LLC: CAT position timeline

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

Bogart Wealth, LLC held 2,048 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,048 shares
    Change vs previous 13F +378 shares

    0.07% of the 13F portfolio, value $2,181,021.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 1,670 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $1,182,880.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 1,666 shares
    Change vs previous 13F -52 shares

    0.04% of the 13F portfolio, value $954,419.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 1,718 shares
    Change vs previous 13F -241 shares

    0.03% of the 13F portfolio, value $819,686.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 1,959 shares
    Change vs previous 13F -27,291 shares

    0.03% of the 13F portfolio, value $760,477.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 29,250 shares
    Change vs previous 13F +1,259 shares

    0.46% of the 13F portfolio, value $9,646,608.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, 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 27,991 shares
    Change vs previous 13F -9,184 shares

    0.48% of the 13F portfolio, value $10,153,908.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 37,175 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $14,539,734.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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