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Disclosery

Mattern Wealth Management LLC: CAT position timeline

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

Mattern Wealth Management LLC held 9,771 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,771 shares
    Change vs previous 13F +3 shares

    1.71% of the 13F portfolio, value $10,404,832.

    13F-HR 0001725547-26-000247 filed by Mattern 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 ended2026-03-31
    13F 9,768 shares
    Change vs previous 13F -40 shares

    1.35% of the 13F portfolio, value $6,920,540.

    13F-HR 0001725547-26-000157 filed by Mattern Wealth Management 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 9,808 shares
    Change vs previous 13F -25 shares

    1.08% of the 13F portfolio, value $5,618,953.

    13F-HR 0001725547-26-000031 filed by Mattern 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 ended2025-09-30
    13F 9,833 shares
    Change vs previous 13F -250 shares

    0.94% of the 13F portfolio, value $4,692,020.

    13F-HR 0001725547-25-004127 filed by Mattern Wealth Management 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 10,083 shares
    Change vs previous 13F -20 shares

    0.81% of the 13F portfolio, value $3,914,487.

    13F-HR 0001725547-25-003471 filed by Mattern Wealth Management 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 10,103 shares
    Change vs previous 13F +625 shares

    0.74% of the 13F portfolio, value $3,332,110.

    13F-HR 0001725547-25-001445 filed by Mattern Wealth Management 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 9,478 shares
    Change vs previous 13F +3,349 shares

    0.76% of the 13F portfolio, value $3,438,394.

    13F-HR 0001725547-25-000150 filed by Mattern Wealth Management 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 6,129 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,397,341.

    13F-HR 0001725547-24-005962 filed by Mattern Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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