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Inman Jager Wealth Management, LLC: CAT position timeline

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

Inman Jager Wealth Management, LLC held 3,413 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,413 shares
    Change vs previous 13F -924 shares

    1.93% of the 13F portfolio, value $3,634,504.

    13F-HR 0001951757-26-001160 filed by Inman Jager 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 4,337 shares
    Change vs previous 13F -85 shares

    1.8% of the 13F portfolio, value $3,072,591.

    13F-HR 0001951757-26-000715 filed by Inman Jager 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 4,422 shares
    Change vs previous 13F -33 shares

    1.55% of the 13F portfolio, value $2,533,231.

    13F-HR 0001951757-26-000302 filed by Inman Jager 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 4,455 shares
    Change vs previous 13F -267 shares

    1.36% of the 13F portfolio, value $2,125,703.

    13F-HR 0001951757-25-001260 filed by Inman Jager 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 4,722 shares
    Change vs previous 13F +214 shares

    1.24% of the 13F portfolio, value $1,833,128.

    13F-HR 0001951757-25-000949 filed by Inman Jager 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 4,508 shares
    Change vs previous 13F -152 shares

    1.11% of the 13F portfolio, value $1,486,738.

    13F-HR 0001951757-25-000436 filed by Inman Jager 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 4,660 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $1,690,462.

    13F-HR 0001951757-25-000139 filed by Inman Jager Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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