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Meriwether Wealth & Planning, LLC: CAT position timeline

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

Meriwether Wealth & Planning, LLC held 1,986 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,986 shares
    Change vs previous 13F 0 shares

    1.05% of the 13F portfolio, value $2,114,891.

    13F-HR 0001754960-26-000432 filed by Meriwether Wealth & Planning, 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 1,986 shares
    Change vs previous 13F -2 shares

    0.77% of the 13F portfolio, value $1,407,002.

    13F-HR 0001754960-26-000213 filed by Meriwether Wealth & Planning, 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 1,988 shares
    Change vs previous 13F +267 shares

    0.64% of the 13F portfolio, value $1,138,866.

    13F-HR 0001754960-26-000060 filed by Meriwether Wealth & Planning, 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 1,721 shares
    Change vs previous 13F -94 shares

    0.48% of the 13F portfolio, value $821,175.

    13F-HR 0001754960-25-000670 filed by Meriwether Wealth & Planning, 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 1,815 shares
    Change vs previous 13F -3 shares

    0.44% of the 13F portfolio, value $704,601.

    13F-HR 0001754960-25-000361 filed by Meriwether Wealth & Planning, 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 1,818 shares
    Change vs previous 13F +6 shares

    0.39% of the 13F portfolio, value $599,576.

    13F-HR 0001754960-25-000230 filed by Meriwether Wealth & Planning, 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 1,812 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $657,321.

    13F-HR 0001754960-25-000113 filed by Meriwether Wealth & Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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