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Boomfish Wealth Group, LLC: CAT position timeline

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

Boomfish Wealth Group, LLC held 371 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 371 shares
    Change vs previous 13F +17 shares

    0.18% of the 13F portfolio, value $395,078.

    13F-HR 0001437749-26-025568 filed by Boomfish Wealth Group, 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 354 shares
    Change vs previous 13F -8 shares

    0.13% of the 13F portfolio, value $250,795.

    13F-HR 0001437749-26-013018 filed by Boomfish Wealth Group, 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 362 shares
    Change vs previous 13F -239 shares

    0.11% of the 13F portfolio, value $207,379.

    13F-HR 0001437749-26-001622 filed by Boomfish Wealth Group, 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 601 shares
    Change vs previous 13F +63 shares

    0.15% of the 13F portfolio, value $286,767.

    13F-HR 0001437749-25-032225 filed by Boomfish Wealth Group, 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 538 shares
    Change vs previous 13F +538 shares

    0.12% of the 13F portfolio, value $208,857.

    13F-HR 0001437749-25-023367 filed by Boomfish Wealth Group, 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 0 shares
    Change vs previous 13F -663 shares

    13F-HR 0001437749-25-012338 filed by Boomfish Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 663 shares
    Change vs previous 13F +91 shares

    0.15% of the 13F portfolio, value $240,510.

    13F-HR 0001437749-25-001706 filed by Boomfish Wealth Group, 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 572 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $223,721.

    13F-HR 0001437749-24-031154 filed by Boomfish Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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