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Disclosery

BSW Wealth Partners: CAT position timeline

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

BSW Wealth Partners held 2,413 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,413 shares
    Change vs previous 13F -33 shares

    0.29% of the 13F portfolio, value $2,569,249.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 2,446 shares
    Change vs previous 13F +33 shares

    0.21% of the 13F portfolio, value $1,732,646.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 2,413 shares
    Change vs previous 13F -87 shares

    0.17% of the 13F portfolio, value $1,382,128.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 2,500 shares
    Change vs previous 13F +86 shares

    0.15% of the 13F portfolio, value $1,192,695.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 2,414 shares
    Change vs previous 13F -11 shares

    0.13% of the 13F portfolio, value $936,983.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 2,425 shares
    Change vs previous 13F -417 shares

    0.12% of the 13F portfolio, value $799,625.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 2,842 shares
    Change vs previous 13F +813 shares

    0.15% of the 13F portfolio, value $1,031,158.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 2,029 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $793,401.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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