Skip to content
Disclosery

Sharp Wealth Advisory, LLC: CAT position timeline

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

Sharp Wealth Advisory, LLC held 464 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 464 shares
    Change vs previous 13F -6 shares

    0.23% of the 13F portfolio, value $493,581.

    13F-HR 0001951757-26-001056 filed by Sharp Wealth Advisory, 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 470 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $333,330.

    13F-HR 0001951757-26-000736 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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