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Spartan Planning & Wealth Management: CAT position timeline

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

Spartan Planning & Wealth Management held 413 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 413 shares
    Change vs previous 13F -706 shares

    0.22% of the 13F portfolio, value $334,693.

    13F-HR 0001749283-26-000008 filed by Spartan Planning & Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,119 shares
    Change vs previous 13F -73 shares

    0.79% of the 13F portfolio, value $1,192,051.

    13F-HR 0001749283-26-000005 filed by Spartan Planning & 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 ended2026-03-31
    13F 1,192 shares
    Change vs previous 13F +209 shares

    0.62% of the 13F portfolio, value $844,698.

    13F-HR 0001749283-26-000004 filed by Spartan Planning & 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 ended2025-12-31
    13F 983 shares
    Change vs previous 13F +117 shares

    0.42% of the 13F portfolio, value $563,142.

    13F-HR 0001749283-26-000001 filed by Spartan Planning & 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 ended2025-09-30
    13F 866 shares
    Change vs previous 13F -26 shares

    0.32% of the 13F portfolio, value $413,217.

    13F-HR 0001749283-25-000008 filed by Spartan Planning & 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 ended2025-06-30
    13F 892 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $346,283.

    13F-HR 0001749283-25-000004 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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