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Disclosery

DKM Wealth Management, Inc.: CAT position timeline

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

DKM Wealth Management, Inc. held 1,136 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,136 shares
    Change vs previous 13F +560 shares

    0.58% of the 13F portfolio, value $920,794.

    13F-HR 0001085146-26-000874 filed by DKM Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 576 shares
    Change vs previous 13F -9 shares

    0.4% of the 13F portfolio, value $613,036.

    13F-HR 0002055833-26-000006 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 585 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $414,219.

    13F-HR 0002055833-26-000002 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 585 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $334,943.

    13F-HR 0002055833-26-000001 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 585 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $278,978.

    13F-HR 0001085146-25-005911 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 585 shares
    Change vs previous 13F +585 shares

    0.2% of the 13F portfolio, value $226,977.

    13F-HR 0001085146-25-003872 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -585 shares

    13F-HR 0001085146-25-002066 filed by DKM Wealth Management, Inc.
    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.

  8. period ended2024-12-31
    13F 585 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $212,097.

    13F-HR 0001085146-25-001095 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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