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Garrett Wealth Advisory Group, LLC: CAT position timeline

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

Garrett Wealth Advisory Group, LLC held 3,145 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,145 shares
    Change vs previous 13F +15 shares

    0.51% of the 13F portfolio, value $3,348,772.

    13F-HR 0001729443-26-000005 filed by Garrett Wealth Advisory Group, 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 3,130 shares
    Change vs previous 13F +317 shares

    0.39% of the 13F portfolio, value $2,217,228.

    13F-HR 0001729443-26-000003 filed by Garrett Wealth Advisory Group, 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 2,813 shares
    Change vs previous 13F -19 shares

    0.3% of the 13F portfolio, value $1,611,252.

    13F-HR 0001729443-26-000001 filed by Garrett Wealth Advisory Group, 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 2,832 shares
    Change vs previous 13F +1 shares

    0.26% of the 13F portfolio, value $1,351,066.

    13F-HR 0001729443-25-000002 filed by Garrett Wealth Advisory Group, 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 2,831 shares
    Change vs previous 13F +80 shares

    0.23% of the 13F portfolio, value $1,099,196.

    13F-HR 0001085146-25-004843 filed by Garrett Wealth Advisory Group, 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 2,751 shares
    Change vs previous 13F +1,281 shares

    0.2% of the 13F portfolio, value $907,397.

    13F-HR 0001085146-25-002461 filed by Garrett Wealth Advisory Group, 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 1,470 shares
    Change vs previous 13F +295 shares

    0.12% of the 13F portfolio, value $533,352.

    13F-HR 0001085146-25-000841 filed by Garrett Wealth Advisory Group, 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 1,175 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $459,635.

    13F-HR 0001085146-24-005291 filed by Garrett Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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