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Ledgewood Wealth Advisors, LLC: CAT position timeline

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

Ledgewood Wealth Advisors, LLC held 1,017 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,017 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $824,573.

    13F-HR 0001085146-26-000845 filed by Ledgewood Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,017 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,083,003.

    13F-HR 0002064043-26-000003 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,017 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $720,504.

    13F-HR 0002064043-26-000002 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,017 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $582,609.

    13F-HR 0002064043-26-000001 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,017 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $485,262.

    13F-HR 0002064043-25-000001 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,017 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $394,810.

    13F-HR 0001085146-25-003977 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,017 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $335,407.

    13F-HR 0001085146-25-002369 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,017 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $368,927.

    13F-HR 0001085146-25-002010 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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