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Meridian Wealth Management, LLC: CAT position timeline

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

Meridian Wealth Management, LLC held 33,139 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,139 shares
    Change vs previous 13F +363 shares

    1.09% of the 13F portfolio, value $35,290,083.

    13F-HR 0001697300-26-000010 filed by Meridian 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 32,776 shares
    Change vs previous 13F -3,502 shares

    0.82% of the 13F portfolio, value $23,220,528.

    13F-HR 0001697300-26-000004 filed by Meridian 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 36,278 shares
    Change vs previous 13F -1,685 shares

    0.73% of the 13F portfolio, value $20,782,637.

    13F-HR 0001697300-26-000002 filed by Meridian 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 37,963 shares
    Change vs previous 13F -3,425 shares

    0.69% of the 13F portfolio, value $18,113,817.

    13F-HR 0001697300-25-000010 filed by Meridian 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 41,388 shares
    Change vs previous 13F +2,416 shares

    0.69% of the 13F portfolio, value $16,067,244.

    13F-HR 0001697300-25-000006 filed by Meridian 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 38,972 shares
    Change vs previous 13F +1,574 shares

    0.62% of the 13F portfolio, value $12,853,029.

    13F-HR 0001697300-25-000004 filed by Meridian 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 37,398 shares
    Change vs previous 13F -299 shares

    0.64% of the 13F portfolio, value $13,566,568.

    13F-HR 0001697300-25-000002 filed by Meridian 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 37,697 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $14,743,907.

    13F-HR 0001697300-24-000010 filed by Meridian Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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