Skip to content
Disclosery

Clarion Wealth Managment Partners, LLC: CAT position timeline

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

Clarion Wealth Managment Partners, LLC held 1,096 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 1,096 shares
    Change vs previous 13F -25 shares

    0.94% of the 13F portfolio, value $1,167,130.

    13F-HR 0002081211-26-000003 filed by Clarion Wealth Managment Partners, 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 1,121 shares
    Change vs previous 13F -151 shares

    0.72% of the 13F portfolio, value $794,184.

    13F-HR 0002081211-26-000002 filed by Clarion Wealth Managment Partners, 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 1,272 shares
    Change vs previous 13F -50 shares

    0.67% of the 13F portfolio, value $728,691.

    13F-HR 0002081211-26-000001 filed by Clarion Wealth Managment Partners, 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 1,322 shares
    Change vs previous 13F +44 shares

    0.62% of the 13F portfolio, value $630,699.

    13F-HR 0002081211-25-000001 filed by Clarion Wealth Managment Partners, 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 1,278 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $496,142.

    13F-HR 0001085146-25-005403 filed by Clarion Wealth Managment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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