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Drucker Wealth 3.0, LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Drucker Wealth 3.0, LLC on CAT, newest first. How the timeline and the estimate are built.

Drucker Wealth 3.0, LLC held 933 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 933 shares
    Change vs previous 13F +28 shares

    0.16% of the 13F portfolio, value $993,258.

    13F-HR 0002031642-26-000003 filed by Drucker Wealth 3.0, LLC
    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 905 shares
    Change vs previous 13F +50 shares

    0.11% of the 13F portfolio, value $640,786.

    13F-HR 0002031642-26-000002 filed by Drucker Wealth 3.0, LLC
    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 855 shares
    Change vs previous 13F +185 shares

    0.09% of the 13F portfolio, value $489,805.

    13F-HR 0002031642-26-000001 filed by Drucker Wealth 3.0, LLC
    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 670 shares
    Change vs previous 13F +109 shares

    0.06% of the 13F portfolio, value $319,736.

    13F-HR 0002031642-25-000007 filed by Drucker Wealth 3.0, LLC
    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 561 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $225,608.

    13F-HR 0002031642-25-000005 filed by Drucker Wealth 3.0, LLC
    Filed (acceptance time not in the bulk data set), ingested

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