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Gilliland Jeter Wealth Management LLC: CAT position timeline

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

Gilliland Jeter Wealth Management LLC held 12,151 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,151 shares
    Change vs previous 13F +3 shares

    3.39% of the 13F portfolio, value $12,940,101.

    13F-HR 0002009886-26-000003 filed by Gilliland Jeter 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 12,148 shares
    Change vs previous 13F -48 shares

    2.55% of the 13F portfolio, value $8,606,691.

    13F-HR 0002009886-26-000002 filed by Gilliland Jeter 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 12,196 shares
    Change vs previous 13F -4 shares

    2.11% of the 13F portfolio, value $6,986,903.

    13F-HR 0002009886-26-000001 filed by Gilliland Jeter 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 12,200 shares
    Change vs previous 13F -619 shares

    1.8% of the 13F portfolio, value $5,821,327.

    13F-HR 0002009886-25-000007 filed by Gilliland Jeter 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 12,819 shares
    Change vs previous 13F +40 shares

    1.62% of the 13F portfolio, value $4,976,349.

    13F-HR 0002009886-25-000005 filed by Gilliland Jeter 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 12,779 shares
    Change vs previous 13F -375 shares

    1.49% of the 13F portfolio, value $4,214,556.

    13F-HR 0002009886-25-000004 filed by Gilliland Jeter 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 13,154 shares
    Change vs previous 13F -6 shares

    1.61% of the 13F portfolio, value $4,771,882.

    13F-HR 0002009886-25-000001 filed by Gilliland Jeter 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/A 13,160 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $5,147,333.

    13F-HR/A 0002009886-24-000006 filed by Gilliland Jeter Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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