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Opes Wealth Management LLC: CAT position timeline

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

Opes Wealth Management LLC held 4,876 CAT shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 4,876 shares
    Change vs previous 13F +1 shares

    0.59% of the 13F portfolio, value $3,454,451.

    13F-HR 0001766918-26-000002 filed by Opes 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 ended2025-12-31
    13F 4,875 shares
    Change vs previous 13F -104 shares

    0.47% of the 13F portfolio, value $2,792,741.

    13F-HR 0001766918-26-000001 filed by Opes 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 ended2025-09-30
    13F 4,979 shares
    Change vs previous 13F +27 shares

    0.42% of the 13F portfolio, value $2,375,730.

    13F-HR 0001766918-25-000003 filed by Opes 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 ended2025-06-30
    13F 4,952 shares
    Change vs previous 13F -5 shares

    0.34% of the 13F portfolio, value $1,922,416.

    13F-HR 0001085146-25-004343 filed by Opes 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 ended2025-03-31
    13F 4,957 shares
    Change vs previous 13F +1 shares

    0.33% of the 13F portfolio, value $1,634,819.

    13F-HR 0001085146-25-002635 filed by Opes 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 ended2024-12-31
    13F 4,956 shares
    Change vs previous 13F -25 shares

    0.37% of the 13F portfolio, value $1,797,839.

    13F-HR 0001085146-25-000651 filed by Opes 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 ended2024-09-30
    13F 4,981 shares
    Change vs previous 13F +3 shares

    0.37% of the 13F portfolio, value $1,948,169.

    13F-HR 0001085146-24-005217 filed by Opes 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 ended2024-06-30
    13F 4,978 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,658,172.

    13F-HR 0001085146-24-003505 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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