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Disclosery

Bullock Wealth Management Group: CAT position timeline

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

Bullock Wealth Management Group held 2,784 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,784 shares
    Change vs previous 13F -8 shares

    0.95% of the 13F portfolio, value $2,300,595.

    13F-HR 0002067581-26-000013 filed by Bullock Wealth Management Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,792 shares
    Change vs previous 13F -380 shares

    1.2% of the 13F portfolio, value $2,768,127.

    13F-HR 0002067581-26-000001 filed by Bullock Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  3. period ended2026-03-31
    13F 3,172 shares
    Change vs previous 13F -165 shares

    1.16% of the 13F portfolio, value $2,316,536.

    13F-HR 0002067581-26-000004 filed by Bullock Wealth Management Group
    Accepted , ingested

  4. period ended2025-12-31
    13F 3,337 shares
    Change vs previous 13F -36 shares

    0.94% of the 13F portfolio, value $1,911,854.

    13F-HR 0002067581-26-000005 filed by Bullock Wealth Management Group
    Accepted , ingested

  5. period ended2025-09-30
    13F 3,373 shares
    Change vs previous 13F -59 shares

    0.81% of the 13F portfolio, value $1,621,692.

    13F-HR 0002067581-26-000006 filed by Bullock Wealth Management Group
    Accepted , ingested

  6. period ended2025-06-30
    13F 3,432 shares
    Change vs previous 13F -329 shares

    0.71% of the 13F portfolio, value $1,341,683.

    13F-HR 0002067581-26-000007 filed by Bullock Wealth Management Group
    Accepted , ingested

  7. period ended2025-03-31
    13F 3,761 shares
    Change vs previous 13F -31 shares

    0.7% of the 13F portfolio, value $1,243,420.

    13F-HR 0002067581-26-000008 filed by Bullock Wealth Management Group
    Accepted , ingested

  8. period ended2024-12-31
    13F 3,792 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,375,485.

    13F-HR 0002067581-26-000009 filed by Bullock Wealth Management Group
    Accepted , ingested