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Disclosery

Gen-Wealth Partners Inc: CAT position timeline

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

Gen-Wealth Partners Inc held 5,425 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,425 shares
    Change vs previous 13F -191 shares

    1.61% of the 13F portfolio, value $5,776,704.

    13F-HR 0002023375-26-000003 filed by Gen-Wealth Partners Inc
    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 5,616 shares
    Change vs previous 13F -202 shares

    1.26% of the 13F portfolio, value $3,978,590.

    13F-HR 0002023375-26-000002 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 5,818 shares
    Change vs previous 13F -906 shares

    1.07% of the 13F portfolio, value $3,332,819.

    13F-HR 0002023375-26-000001 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,724 shares
    Change vs previous 13F +129 shares

    1.08% of the 13F portfolio, value $3,208,477.

    13F-HR 0002023375-25-000006 filed by Gen-Wealth Partners Inc
    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 6,595 shares
    Change vs previous 13F +195 shares

    0.99% of the 13F portfolio, value $2,560,140.

    13F-HR 0002023375-25-000003 filed by Gen-Wealth Partners Inc
    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 6,400 shares
    Change vs previous 13F +311 shares

    0.88% of the 13F portfolio, value $2,110,593.

    13F-HR 0002023375-25-000002 filed by Gen-Wealth Partners Inc
    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 6,089 shares
    Change vs previous 13F -12 shares

    0.95% of the 13F portfolio, value $2,208,665.

    13F-HR 0002023375-25-000001 filed by Gen-Wealth Partners Inc
    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 6,101 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,313,853.

    13F-HR 0002023375-24-000005 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

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