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Disclosery

HB Wealth Management, LLC: CAT position timeline

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

HB Wealth Management, LLC held 45,445 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 45,445 shares
    Change vs previous 13F -1,443 shares

    0.27% of the 13F portfolio, value $48,395,377.

    13F-HR 0001172661-26-002920 filed by HB 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 46,888 shares
    Change vs previous 13F +1,479 shares

    0.22% of the 13F portfolio, value $33,218,513.

    13F-HR 0001172661-26-001543 filed by HB 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 45,409 shares
    Change vs previous 13F +814 shares

    0.17% of the 13F portfolio, value $26,013,851.

    13F-HR 0001172661-26-000353 filed by HB 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 44,595 shares
    Change vs previous 13F +3,154 shares

    0.14% of the 13F portfolio, value $21,278,660.

    13F-HR 0001172661-25-004398 filed by HB 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 41,441 shares
    Change vs previous 13F -2,674 shares

    0.13% of the 13F portfolio, value $16,087,953.

    13F-HR 0001172661-25-002644 filed by HB 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 44,115 shares
    Change vs previous 13F +6,311 shares

    0.12% of the 13F portfolio, value $14,549,365.

    13F-HR 0001172661-25-001594 filed by HB 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 37,804 shares
    Change vs previous 13F +1,294 shares

    0.14% of the 13F portfolio, value $13,713,873.

    13F-HR 0001172661-25-000193 filed by HB 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 36,510 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $14,279,893.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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