Greenwich Wealth Management LLC: CAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Greenwich Wealth Management LLC on CAT, newest first. How the timeline and the estimate are built.
Greenwich Wealth Management LLC held 2,306 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F/A 2,306 sharesChange vs previous 13F -67 shares
0.09% of the 13F portfolio, value $2,456,000.
13F-HR 0001439805-26-000004 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,373 sharesChange vs previous 13F -54 shares
0.07% of the 13F portfolio, value $1,681,000.
13F-HR 0001439805-26-000003 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,427 sharesChange vs previous 13F -29 shares
0.06% of the 13F portfolio, value $1,390,000.
13F-HR 0001439805-26-000002 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,456 sharesChange vs previous 13F -90 shares
0.06% of the 13F portfolio, value $1,172,000.
13F-HR 0001439805-25-000008 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,546 sharesChange vs previous 13F +29 shares
0.05% of the 13F portfolio, value $988,000.
13F-HR 0001439805-25-000007 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,517 sharesChange vs previous 13F +151 shares
0.06% of the 13F portfolio, value $830,000.
13F-HR 0001439805-25-000005 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,366 sharesChange vs previous 13F -47 shares
0.06% of the 13F portfolio, value $858,000.
13F-HR 0001439805-25-000001 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,413 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $944,000.
13F-HR 0001439805-24-000006 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).