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Disclosery

Lake Hills Wealth Management, LLC: CAT position timeline

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

Lake Hills Wealth Management, LLC held 0 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -927 shares

    13F-HR 0001214659-26-012617 filed by Lake Hills Wealth Management, LLC
    Accepted , ingested

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

  2. period ended2026-06-30
    13F 927 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $987,162.

    13F-HR 0001214659-26-008272 filed by Lake Hills Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).