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Disclosery

LMG Wealth Partners, LLC: CAT position timeline

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

LMG Wealth Partners, LLC held 9,767 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,767 shares
    Change vs previous 13F +104 shares

    1.66% of the 13F portfolio, value $10,401,149.

    13F-HR 0001951757-26-001238 filed by LMG Wealth Partners, 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 9,663 shares
    Change vs previous 13F -40 shares

    1.25% of the 13F portfolio, value $6,846,161.

    13F-HR 0001951757-26-000637 filed by LMG Wealth Partners, 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 9,703 shares
    Change vs previous 13F -523 shares

    1.04% of the 13F portfolio, value $5,558,789.

    13F-HR 0001951757-26-000338 filed by LMG Wealth Partners, 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 10,226 shares
    Change vs previous 13F -57 shares

    0.91% of the 13F portfolio, value $4,879,131.

    13F-HR 0001951757-25-001389 filed by LMG Wealth Partners, 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 10,283 shares
    Change vs previous 13F +324 shares

    0.82% of the 13F portfolio, value $3,991,913.

    13F-HR 0001951757-25-000995 filed by LMG Wealth Partners, 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 9,959 shares
    Change vs previous 13F +67 shares

    0.73% of the 13F portfolio, value $3,284,397.

    13F-HR 0001951757-25-000493 filed by LMG Wealth Partners, 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 9,892 shares
    Change vs previous 13F +68 shares

    0.78% of the 13F portfolio, value $3,588,291.

    13F-HR 0001951757-25-000167 filed by LMG Wealth Partners, 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 9,824 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $3,842,313.

    13F-HR 0001951757-24-001106 filed by LMG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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