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FOREFRONT WEALTH MANAGEMENT INC.: CAT position timeline

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

FOREFRONT WEALTH MANAGEMENT INC. held 6,751 CAT shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 6,751 shares
    Change vs previous 13F -100 shares

    2.77% of the 13F portfolio, value $3,867,445.

    13F-HR 0001904828-26-000001 filed by FOREFRONT WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 6,851 shares
    Change vs previous 13F -179 shares

    2.4% of the 13F portfolio, value $3,268,763.

    13F-HR 0001904828-25-000006 filed by FOREFRONT 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 ended2025-06-30
    13F 7,030 shares
    Change vs previous 13F +19 shares

    2.19% of the 13F portfolio, value $2,729,039.

    13F-HR 0001904828-25-000005 filed by FOREFRONT 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 ended2025-03-31
    13F 7,011 shares
    Change vs previous 13F +31 shares

    2.14% of the 13F portfolio, value $2,312,381.

    13F-HR 0001904828-25-000003 filed by FOREFRONT 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 ended2024-12-31
    13F 6,980 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $2,531,932.

    13F-HR 0001904828-25-000001 filed by FOREFRONT WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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