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Jupiter Wealth Management LLC: CAT position timeline

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

Jupiter Wealth Management LLC held 808 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 808 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $860,439.

    13F-HR 0001774207-26-000003 filed by Jupiter 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 808 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $729,058.

    13F-HR 0001774207-26-000002 filed by Jupiter 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 808 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $612,698.

    13F-HR 0001774207-26-000001 filed by Jupiter 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 808 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $385,537.

    13F-HR 0001774207-25-000006 filed by Jupiter 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 808 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $334,270.

    13F-HR 0001774207-25-000004 filed by Jupiter 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 808 shares
    Change vs previous 13F -450 shares

    0.17% of the 13F portfolio, value $284,877.

    13F-HR 0001774207-25-000003 filed by Jupiter 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 1,258 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $456,352.

    13F-HR 0001774207-25-000001 filed by Jupiter 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 1,258 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $492,029.

    13F-HR 0001774207-24-000005 filed by Jupiter Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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