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Disclosery

Kiker Wealth Management, LLC: CAT position timeline

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

Kiker Wealth Management, LLC held 240 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240 shares
    Change vs previous 13F +240 shares

    0.1% of the 13F portfolio, value $255,576.

    13F-HR 0001398344-26-013152 filed by Kiker 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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -696 shares

    13F-HR 0001398344-25-019800 filed by Kiker Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 696 shares
    Change vs previous 13F +11 shares

    0.15% of the 13F portfolio, value $270,192.

    13F-HR 0001398344-25-013845 filed by Kiker 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 ended2025-03-31
    13F 685 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $225,913.

    13F-HR 0001398344-25-009691 filed by Kiker Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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