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Clarus Wealth Advisors: CAT position timeline

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

Clarus Wealth Advisors held 1,974 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,974 shares
    Change vs previous 13F -100 shares

    0.72% of the 13F portfolio, value $1,871,367.

    13F-HR 0001730149-26-000003 filed by Clarus Wealth Advisors
    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 2,074 shares
    Change vs previous 13F +61 shares

    0.64% of the 13F portfolio, value $1,502,379.

    13F-HR 0001730149-26-000002 filed by Clarus Wealth Advisors
    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 2,013 shares
    Change vs previous 13F -322 shares

    0.53% of the 13F portfolio, value $1,281,239.

    13F-HR 0001730149-26-000001 filed by Clarus Wealth Advisors
    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 2,335 shares
    Change vs previous 13F -126 shares

    0.51% of the 13F portfolio, value $1,162,405.

    13F-HR 0001730149-25-000005 filed by Clarus Wealth Advisors
    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 2,461 shares
    Change vs previous 13F -100 shares

    0.45% of the 13F portfolio, value $970,288.

    13F-HR 0001730149-25-000003 filed by Clarus Wealth Advisors
    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 2,561 shares
    Change vs previous 13F -190 shares

    0.41% of the 13F portfolio, value $770,841.

    13F-HR 0001730149-25-000002 filed by Clarus Wealth Advisors
    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 2,751 shares
    Change vs previous 13F -271 shares

    0.5% of the 13F portfolio, value $997,183.

    13F-HR 0001730149-25-000001 filed by Clarus Wealth Advisors
    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 3,022 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,203,451.

    13F-HR 0001730149-24-000004 filed by Clarus Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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