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Disclosery

Seed Wealth Management, Inc.: CAT position timeline

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

Seed Wealth Management, Inc. held 280 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 280 shares
    Change vs previous 13F +280 shares

    0.19% of the 13F portfolio, value $298,172.

    13F-HR 0001963728-26-000004 filed by Seed Wealth Management, Inc.
    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 0 shares
    Change vs previous 13F -525 shares

    13F-HR 0001963728-26-000001 filed by Seed Wealth Management, Inc.
    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.

  3. period ended2025-09-30
    13F 525 shares
    Change vs previous 13F -915 shares

    0.17% of the 13F portfolio, value $250,504.

    13F-HR 0001963728-25-000002 filed by Seed Wealth Management, Inc.
    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 1,440 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $559,022.

    13F-HR 0001085146-25-003796 filed by Seed Wealth Management, Inc.
    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 1,440 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $474,912.

    13F-HR 0001085146-25-002203 filed by Seed Wealth Management, Inc.
    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 1,440 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $522,374.

    13F-HR 0001085146-25-000161 filed by Seed Wealth Management, Inc.
    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 1,440 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $563,213.

    13F-HR 0001085146-24-005326 filed by Seed Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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