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Disclosery

Factor Wealth Management LTD: CAT position timeline

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

Factor Wealth Management LTD held 8,352 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,352 shares
    Change vs previous 13F -21 shares

    1.04% of the 13F portfolio, value $6,771,997.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,373 shares
    Change vs previous 13F -22 shares

    1.35% of the 13F portfolio, value $8,916,646.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    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 8,395 shares
    Change vs previous 13F -63 shares

    1.12% of the 13F portfolio, value $5,947,311.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    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 8,458 shares
    Change vs previous 13F -18 shares

    1.05% of the 13F portfolio, value $4,845,107.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    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 8,476 shares
    Change vs previous 13F -39 shares

    1.01% of the 13F portfolio, value $4,044,245.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    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 8,515 shares
    Change vs previous 13F +9 shares

    0.9% of the 13F portfolio, value $3,305,452.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    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 8,506 shares
    Change vs previous 13F +9 shares

    0.86% of the 13F portfolio, value $2,805,442.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,497 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,082,525.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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