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Disclosery

Simplicity Wealth,LLC: CAT position timeline

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

Simplicity Wealth,LLC held 27,639 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,639 shares
    Change vs previous 13F +23,563 shares

    0.99% of the 13F portfolio, value $29,432,810.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 4,076 shares
    Change vs previous 13F +261 shares

    0.16% of the 13F portfolio, value $2,887,699.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 3,815 shares
    Change vs previous 13F -774 shares

    0.13% of the 13F portfolio, value $2,185,684.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 4,589 shares
    Change vs previous 13F -237 shares

    0.13% of the 13F portfolio, value $2,189,723.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 4,826 shares
    Change vs previous 13F +180 shares

    0.08% of the 13F portfolio, value $1,873,857.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 4,646 shares
    Change vs previous 13F +2,447 shares

    0.12% of the 13F portfolio, value $1,532,110.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,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 2,199 shares
    Change vs previous 13F -158 shares

    0.17% of the 13F portfolio, value $797,639.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,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 2,357 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $921,991.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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