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Tanglewood Legacy Advisors, LLC: CAT position timeline

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

Tanglewood Legacy Advisors, LLC held 2,470 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,470 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $2,630,019.

    13F-HR 0001965616-26-000004 filed by Tanglewood Legacy Advisors, 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 2,470 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,749,707.

    13F-HR 0001965616-26-000002 filed by Tanglewood Legacy Advisors, 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 2,470 shares
    Change vs previous 13F -2,055 shares

    0.53% of the 13F portfolio, value $1,414,836.

    13F-HR 0001965616-26-000001 filed by Tanglewood Legacy Advisors, 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 4,525 shares
    Change vs previous 13F -160 shares

    0.83% of the 13F portfolio, value $2,158,977.

    13F-HR 0001965616-25-000006 filed by Tanglewood Legacy Advisors, 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 4,685 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $1,818,661.

    13F-HR 0001992825-25-000009 filed by Tanglewood Legacy Advisors, 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 4,685 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $1,545,025.

    13F-HR 0001965616-25-000002 filed by Tanglewood Legacy Advisors, 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 4,685 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $1,699,433.

    13F-HR 0001965616-25-000001 filed by Tanglewood Legacy Advisors, 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 4,685 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,832,292.

    13F-HR 0001965616-24-000005 filed by Tanglewood Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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