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Meadowbrook Wealth Management, LLC: CAT position timeline

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

Meadowbrook Wealth Management, LLC held 720 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 720 shares
    Change vs previous 13F -115 shares

    0.61% of the 13F portfolio, value $583,769.

    13F-HR 0002090468-26-000011 filed by Meadowbrook Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 835 shares
    Change vs previous 13F -475 shares

    0.89% of the 13F portfolio, value $827,827.

    13F-HR 0002090468-26-000009 filed by Meadowbrook 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 ended2026-03-31
    13F 1,310 shares
    Change vs previous 13F -35 shares

    1.23% of the 13F portfolio, value $928,083.

    13F-HR 0002090468-26-000007 filed by Meadowbrook 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 ended2025-12-31
    13F 1,345 shares
    Change vs previous 13F +175 shares

    0.88% of the 13F portfolio, value $770,510.

    13F-HR 0002090468-26-000003 filed by Meadowbrook 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 ended2025-09-30
    13F 1,170 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $558,266.

    13F-HR 0002090468-25-000003 filed by Meadowbrook Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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