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Orca Wealth Management, LLC: CAT position timeline

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

Orca Wealth Management, LLC held 3,288 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,288 shares
    Change vs previous 13F 0 shares

    2.1% of the 13F portfolio, value $3,501,838.

    13F-HR 0002043765-26-000002 filed by Orca 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 3,288 shares
    Change vs previous 13F -5 shares

    1.66% of the 13F portfolio, value $2,329,686.

    13F-HR 0002085853-26-000478 filed by Orca 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 3,293 shares
    Change vs previous 13F -3 shares

    1.66% of the 13F portfolio, value $2,318,582.

    13F-HR 0002085853-26-000215 filed by Orca 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 3,296 shares
    Change vs previous 13F +11 shares

    1.19% of the 13F portfolio, value $1,572,894.

    13F-HR 0002085853-25-000270 filed by Orca 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 3,285 shares
    Change vs previous 13F +7 shares

    1.07% of the 13F portfolio, value $1,275,072.

    13F-HR 0001667731-25-000916 filed by Orca 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 3,278 shares
    Change vs previous 13F -2 shares

    0.97% of the 13F portfolio, value $1,080,960.

    13F-HR 0001667731-25-000609 filed by Orca 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 3,280 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,189,716.

    13F-HR 0001667731-25-000093 filed by Orca Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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