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Smith Salley Wealth Management: CAT position timeline

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

Smith Salley Wealth Management held 17,889 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,889 shares
    Change vs previous 13F +512 shares

    0.83% of the 13F portfolio, value $19,050,105.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    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 17,377 shares
    Change vs previous 13F +1,509 shares

    0.62% of the 13F portfolio, value $12,310,593.

    13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
    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 15,868 shares
    Change vs previous 13F +605 shares

    0.45% of the 13F portfolio, value $9,090,205.

    13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
    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 15,263 shares
    Change vs previous 13F +2,204 shares

    0.37% of the 13F portfolio, value $7,282,520.

    13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
    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 13,059 shares
    Change vs previous 13F +442 shares

    0.29% of the 13F portfolio, value $5,069,691.

    13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
    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 12,617 shares
    Change vs previous 13F +4,093 shares

    0.27% of the 13F portfolio, value $4,161,030.

    13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
    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 8,524 shares
    Change vs previous 13F -20 shares

    0.2% of the 13F portfolio, value $3,092,340.

    13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
    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 8,544 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,341,621.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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