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Disclosery

MOKAN Wealth Management Inc.: CAT position timeline

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

MOKAN Wealth Management Inc. held 4,406 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,406 shares
    Change vs previous 13F +120 shares

    1.8% of the 13F portfolio, value $4,702,080.

    13F-HR 0002053727-26-000003 filed by MOKAN Wealth Management Inc.
    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 4,286 shares
    Change vs previous 13F +3,792 shares

    1.34% of the 13F portfolio, value $3,035,565.

    13F-HR 0002053727-26-000002 filed by MOKAN Wealth Management Inc.
    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 494 shares
    Change vs previous 13F +23 shares

    0.13% of the 13F portfolio, value $282,791.

    13F-HR 0002053727-26-000001 filed by MOKAN Wealth Management Inc.
    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 471 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $224,906.

    13F-HR 0002053727-25-000002 filed by MOKAN Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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