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IronBridge Private Wealth, LLC: CAT position timeline

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

IronBridge Private Wealth, LLC held 4,318 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,318 shares
    Change vs previous 13F -147 shares

    1.51% of the 13F portfolio, value $4,598,239.

    13F-HR 0001172661-26-003351 filed by IronBridge Private Wealth, 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 4,465 shares
    Change vs previous 13F -2,863 shares

    1.02% of the 13F portfolio, value $3,163,275.

    13F-HR 0001172661-26-001846 filed by IronBridge Private Wealth, 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 7,328 shares
    Change vs previous 13F 0 shares

    1.22% of the 13F portfolio, value $3,868,232.

    13F-HR 0001172661-26-001321 filed by IronBridge Private Wealth, 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 7,328 shares
    Change vs previous 13F -5,588 shares

    1.1% of the 13F portfolio, value $3,496,557.

    13F-HR 0001172661-25-004513 filed by IronBridge Private Wealth, 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 12,916 shares
    Change vs previous 13F +251 shares

    1.75% of the 13F portfolio, value $5,014,121.

    13F-HR 0001172661-25-004241 filed by IronBridge Private Wealth, 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 12,665 shares
    Change vs previous 13F -437 shares

    1.65% of the 13F portfolio, value $4,176,919.

    13F-HR 0001172661-25-002410 filed by IronBridge Private Wealth, 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 13,102 shares
    Change vs previous 13F -626 shares

    1.74% of the 13F portfolio, value $4,752,884.

    13F-HR 0001172661-25-000794 filed by IronBridge Private Wealth, 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 13,728 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $5,369,296.

    13F-HR 0001172661-24-005221 filed by IronBridge Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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