IHT Wealth Management, LLC: CAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IHT Wealth Management, LLC on CAT, newest first. How the timeline and the estimate are built.
IHT Wealth Management, LLC held 10,497 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 10,497 sharesChange vs previous 13F +249 shares
0.24% of the 13F portfolio, value $11,178,923.
13F-HR 0001104659-26-096531 filed by IHT 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 10,248 sharesChange vs previous 13F +749 shares
0.17% of the 13F portfolio, value $7,260,619.
13F-HR 0001104659-26-061899 filed by IHT 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 9,499 sharesChange vs previous 13F -357 shares
0.13% of the 13F portfolio, value $5,451,113.
13F-HR 0001104659-26-016011 filed by IHT 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 9,856 sharesChange vs previous 13F -2,104 shares
0.12% of the 13F portfolio, value $4,707,661.
13F-HR 0001104659-25-112424 filed by IHT 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 11,960 sharesChange vs previous 13F +324 shares
0.13% of the 13F portfolio, value $4,642,994.
13F-HR 0001104659-25-078291 filed by IHT 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 11,636 sharesChange vs previous 13F +1,699 shares
0.12% of the 13F portfolio, value $3,837,170.
13F-HR 0001104659-25-049059 filed by IHT 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 9,937 sharesChange vs previous 13F -3,595 shares
0.12% of the 13F portfolio, value $3,604,746.
13F-HR 0001104659-25-013520 filed by IHT 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 13,532 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $5,297,864.
13F-HR 0001104659-24-118427 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).