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Clark Wealth Partners: CAT position timeline

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

Clark Wealth Partners held 334 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 334 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $355,222.

    13F-HR 0002107657-26-000007 filed by Clark 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 333 shares
    Change vs previous 13F +21 shares

    0.16% of the 13F portfolio, value $236,167.

    13F-HR 0002107657-26-000006 filed by Clark 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 312 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $178,795.

    13F-HR 0002107657-26-000005 filed by Clark 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 312 shares
    Change vs previous 13F +19 shares

    0.11% of the 13F portfolio, value $178,795.

    13F-HR 0002107657-26-000004 filed by Clark 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 293 shares
    Change vs previous 13F -23 shares

    0.08% of the 13F portfolio, value $113,849.

    13F-HR 0002107657-26-000003 filed by Clark 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 316 shares
    Change vs previous 13F -17 shares

    0.08% of the 13F portfolio, value $104,247.

    13F-HR 0002107657-26-000002 filed by Clark 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 333 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $120,771.

    13F-HR 0002107657-26-000001 filed by Clark Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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