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Disclosery

COREPATH WEALTH PARTNERS LLC: CAT position timeline

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

COREPATH WEALTH PARTNERS LLC held 213 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 213 shares
    Change vs previous 13F +213 shares

    0.13% of the 13F portfolio, value $201,941.

    13F-HR 0001951757-26-000975 filed by COREPATH WEALTH 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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -425 shares

    13F-HR 0001951757-26-000152 filed by COREPATH WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 425 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $210,537.

    13F-HR 0001951757-25-001372 filed by COREPATH WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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