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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co on CAT, newest first. How the timeline and the estimate are built.

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co held 1,485 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,485 shares
    Change vs previous 13F -78 shares

    0.69% of the 13F portfolio, value $1,244,962.

    13F-HR 0001754960-26-000783 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 1,563 shares
    Change vs previous 13F -7,577 shares

    1.05% of the 13F portfolio, value $1,407,551.

    13F-HR 0001754960-26-000361 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 9,140 shares
    Change vs previous 13F +5,066 shares

    4.11% of the 13F portfolio, value $5,912,800.

    13F-HR 0001754960-26-000093 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 4,074 shares
    Change vs previous 13F +2,200 shares

    1.55% of the 13F portfolio, value $2,328,324.

    13F-HR 0001754960-25-000755 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 1,874 shares
    Change vs previous 13F -651 shares

    0.53% of the 13F portfolio, value $781,543.

    13F-HR 0001754960-25-000564 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 2,525 shares
    Change vs previous 13F -456 shares

    0.85% of the 13F portfolio, value $827,855.

    13F-HR 0001754960-25-000294 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 2,981 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,081,561.

    13F-HR 0001754960-25-000116 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    Filed (acceptance time not in the bulk data set), ingested

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