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Golden State Wealth Management, LLC: CAT position timeline

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

Golden State Wealth Management, LLC held 2,948 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,948 shares
    Change vs previous 13F +3 shares

    0.29% of the 13F portfolio, value $3,140,332.

    13F-HR 0001776033-26-000004 filed by Golden State 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 2,945 shares
    Change vs previous 13F -130 shares

    0.23% of the 13F portfolio, value $2,086,594.

    13F-HR 0001776033-26-000003 filed by Golden State 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 3,075 shares
    Change vs previous 13F -58 shares

    0.19% of the 13F portfolio, value $1,761,592.

    13F-HR 0001776033-26-000001 filed by Golden State 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 3,133 shares
    Change vs previous 13F -174 shares

    0.17% of the 13F portfolio, value $1,495,271.

    13F-HR 0001776033-25-000009 filed by Golden State 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 3,307 shares
    Change vs previous 13F -251 shares

    0.16% of the 13F portfolio, value $1,284,125.

    13F-HR 0001776033-25-000007 filed by Golden State 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/A 3,558 shares
    Change vs previous 13F +232 shares

    0.17% of the 13F portfolio, value $1,173,577.

    13F-HR/A 0001776033-25-000005 filed by Golden State 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 3,326 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,206,717.

    13F-HR 0001776033-25-000003 filed by Golden State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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