Independent Solutions Wealth Management, LLC: CAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Solutions Wealth Management, LLC on CAT, newest first. How the timeline and the estimate are built.
Independent Solutions Wealth Management, LLC held 1,119 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 1,119 sharesChange vs previous 13F -100 shares
0.16% of the 13F portfolio, value $1,191,623.
13F-HR 0001818391-26-000003 filed by Independent Solutions 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 1,219 sharesChange vs previous 13F +661 shares
0.13% of the 13F portfolio, value $863,613.
13F-HR 0001818391-26-000002 filed by Independent Solutions 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 558 sharesChange vs previous 13F -2 shares
0.06% of the 13F portfolio, value $319,661.
13F-HR 0001818391-26-000001 filed by Independent Solutions 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 560 sharesChange vs previous 13F +560 shares
0.05% of the 13F portfolio, value $267,204.
13F-HR 0001818391-25-000002 filed by Independent Solutions 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 0 sharesChange vs previous 13F not available
13F-HR 0001085146-24-006074 filed by Independent Solutions Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.