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Disclosery

EPG Wealth Management LLC: CAT position timeline

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

EPG Wealth Management LLC held 4,685 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,685 shares
    Change vs previous 13F -13 shares

    1.2% of the 13F portfolio, value $4,989,065.

    13F-HR 0001398344-26-012859 filed by EPG Wealth Management 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 4,698 shares
    Change vs previous 13F -1,444 shares

    0.9% of the 13F portfolio, value $3,328,148.

    13F-HR 0001398344-26-008638 filed by EPG Wealth Management 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 6,142 shares
    Change vs previous 13F -33 shares

    0.95% of the 13F portfolio, value $3,518,539.

    13F-HR 0001398344-26-001448 filed by EPG Wealth Management 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 6,175 shares
    Change vs previous 13F +1,514 shares

    0.81% of the 13F portfolio, value $2,946,530.

    13F-HR 0001398344-25-020156 filed by EPG Wealth Management 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 4,661 shares
    Change vs previous 13F +740 shares

    0.54% of the 13F portfolio, value $1,809,366.

    13F-HR 0001398344-25-014488 filed by EPG Wealth Management LLC
    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 3,921 shares
    Change vs previous 13F +3,355 shares

    0.36% of the 13F portfolio, value $1,293,160.

    13F-HR 0001398344-25-009249 filed by EPG Wealth Management LLC
    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 566 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $205,350.

    13F-HR 0001398344-25-002786 filed by EPG Wealth Management LLC
    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 564 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $220,698.

    13F-HR 0001398344-24-020571 filed by EPG Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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