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
- period ended2026-06-3013F 1,974 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,074 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,013 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,335 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,461 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,561 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,751 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,022 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).