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Disclosery

Prasad Wealth Partners, LLC: CAT position timeline

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

Prasad Wealth Partners, LLC held 437 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 437 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $464,888.

    13F-HR 0001765380-26-000234 filed by Prasad Wealth Partners, 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 436 shares
    Change vs previous 13F -51 shares

    0.08% of the 13F portfolio, value $308,784.

    13F-HR 0001765380-26-000125 filed by Prasad Wealth Partners, 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 487 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $278,941.

    13F-HR 0001765380-26-000039 filed by Prasad Wealth Partners, 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 486 shares
    Change vs previous 13F +486 shares

    0.06% of the 13F portfolio, value $231,811.

    13F-HR 0002048885-25-000002 filed by Prasad Wealth Partners, 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 0 shares
    Change vs previous 13F -552 shares

    13F-HR 0001765380-25-000213 filed by Prasad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 552 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $200,146.

    13F-HR 0001765380-25-000040 filed by Prasad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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