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Disclosery

Quantum Private Wealth, LLC: CAT position timeline

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

Quantum Private Wealth, LLC held 325 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 325 shares
    Change vs previous 13F -41 shares

    0.09% of the 13F portfolio, value $346,093.

    13F-HR 0001104659-26-088264 filed by Quantum Private Wealth, 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 366 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $259,296.

    13F-HR 0001104659-26-049289 filed by Quantum Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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