Skip to content
Disclosery

Chesapeake Wealth Management: CAT position timeline

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

Chesapeake Wealth Management held 2,656 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,656 shares
    Change vs previous 13F -166 shares

    0.79% of the 13F portfolio, value $2,828,374.

    13F-HR 0001730383-26-000003 filed by Chesapeake Wealth Management
    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 2,822 shares
    Change vs previous 13F -221 shares

    0.61% of the 13F portfolio, value $1,999,274.

    13F-HR 0001730383-26-000002 filed by Chesapeake Wealth Management
    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 3,043 shares
    Change vs previous 13F -90 shares

    0.52% of the 13F portfolio, value $1,743,243.

    13F-HR 0001730383-26-000001 filed by Chesapeake Wealth Management
    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 3,133 shares
    Change vs previous 13F +60 shares

    0.46% of the 13F portfolio, value $1,494,910.

    13F-HR 0001730383-25-000006 filed by Chesapeake Wealth Management
    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 3,073 shares
    Change vs previous 13F +412 shares

    0.4% of the 13F portfolio, value $1,192,969.

    13F-HR 0001730383-25-000003 filed by Chesapeake Wealth Management
    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 2,661 shares
    Change vs previous 13F +94 shares

    0.31% of the 13F portfolio, value $877,597.

    13F-HR 0001730383-25-000002 filed by Chesapeake Wealth Management
    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 2,567 shares
    Change vs previous 13F +87 shares

    0.32% of the 13F portfolio, value $931,204.

    13F-HR 0001730383-25-000001 filed by Chesapeake Wealth Management
    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 2,480 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $969,977.

    13F-HR 0001730383-24-000004 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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