Skip to content
Disclosery

Shared Vision Wealth Group LLC: CAT position timeline

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

Shared Vision Wealth Group LLC held 241 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 241 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $256,263.

    13F-HR 0002008178-26-000003 filed by Shared Vision Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).