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King Wealth Management Group: CAT position timeline

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

King Wealth Management Group held 3,593 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,593 shares
    Change vs previous 13F +56 shares

    0.42% of the 13F portfolio, value $3,827,000.

    13F-HR 0001568235-26-000008 filed by King Wealth Management Group
    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 3,537 shares
    Change vs previous 13F +82 shares

    0.31% of the 13F portfolio, value $2,506,000.

    13F-HR 0001568235-26-000005 filed by King Wealth Management Group
    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 3,455 shares
    Change vs previous 13F -31 shares

    0.24% of the 13F portfolio, value $1,979,000.

    13F-HR 0001568235-26-000003 filed by King Wealth Management Group
    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 3,486 shares
    Change vs previous 13F +9 shares

    0.21% of the 13F portfolio, value $1,663,000.

    13F-HR 0001568235-25-000013 filed by King Wealth Management Group
    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 3,477 shares
    Change vs previous 13F +2 shares

    0.18% of the 13F portfolio, value $1,350,000.

    13F-HR 0001568235-25-000011 filed by King Wealth Management Group
    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 3,475 shares
    Change vs previous 13F +157 shares

    0.17% of the 13F portfolio, value $1,146,000.

    13F-HR 0001568235-25-000006 filed by King Wealth Management Group
    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 3,318 shares
    Change vs previous 13F +86 shares

    0.18% of the 13F portfolio, value $1,204,000.

    13F-HR 0001568235-25-000004 filed by King Wealth Management Group
    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 3,232 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,264,000.

    13F-HR 0001568235-24-000012 filed by King Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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