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Circle Wealth Management, LLC: CAT position timeline

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

Circle Wealth Management, LLC held 3,197 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,197 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $3,404,499.

    13F-HR 0001578242-26-000003 filed by Circle Wealth Management, 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 3,191 shares
    Change vs previous 13F +30 shares

    0.03% of the 13F portfolio, value $2,260,705.

    13F-HR 0001578242-26-000002 filed by Circle Wealth Management, 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 3,161 shares
    Change vs previous 13F -474 shares

    0.03% of the 13F portfolio, value $1,810,850.

    13F-HR 0001578242-26-000001 filed by Circle Wealth Management, 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 3,635 shares
    Change vs previous 13F -6 shares

    0.03% of the 13F portfolio, value $1,734,447.

    13F-HR 0001578242-25-000007 filed by Circle Wealth Management, 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 3,641 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,413,478.

    13F-HR 0001578242-25-000003 filed by Circle Wealth Management, 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 3,641 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,200,806.

    13F-HR 0001578242-25-000002 filed by Circle Wealth Management, 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 3,641 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,320,814.

    13F-HR 0001578242-25-000001 filed by Circle Wealth Management, 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 3,641 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,424,074.

    13F-HR 0001578242-24-000005 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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