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RWA WEALTH PARTNERS, LLC: CAT position timeline

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

RWA WEALTH PARTNERS, LLC held 94,652 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,652 shares
    Change vs previous 13F -4,614 shares

    0.97% of the 13F portfolio, value $100,794,778.

    13F-HR 0001544576-26-000005 filed by RWA 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 99,266 shares
    Change vs previous 13F -10,567 shares

    0.77% of the 13F portfolio, value $70,325,589.

    13F-HR 0001544576-26-000004 filed by RWA 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 109,833 shares
    Change vs previous 13F +2,063 shares

    0.69% of the 13F portfolio, value $62,920,260.

    13F-HR 0001544576-26-000001 filed by RWA 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 107,770 shares
    Change vs previous 13F +18,591 shares

    0.58% of the 13F portfolio, value $51,422,565.

    13F-HR 0001544576-25-000007 filed by RWA 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 ended2025-06-30
    13F 89,179 shares
    Change vs previous 13F -6,420 shares

    0.43% of the 13F portfolio, value $34,619,877.

    13F-HR 0001544576-25-000005 filed by RWA WEALTH PARTNERS, 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 95,599 shares
    Change vs previous 13F +29,448 shares

    0.4% of the 13F portfolio, value $31,528,802.

    13F-HR 0001544576-25-000004 filed by RWA WEALTH PARTNERS, 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 66,151 shares
    Change vs previous 13F +36,789 shares

    0.3% of the 13F portfolio, value $23,996,609.

    13F-HR 0001544576-25-000001 filed by RWA WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 29,362 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $11,483,944.

    13F-HR 0001544576-24-000007 filed by RWA WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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