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Tradition Wealth Management, LLC: CAT position timeline

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

Tradition Wealth Management, LLC held 2,665 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,665 shares
    Change vs previous 13F +47 shares

    0.17% of the 13F portfolio, value $2,838,266.

    13F-HR 0001843010-26-000004 filed by Tradition Wealth Management, 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 2,618 shares
    Change vs previous 13F +44 shares

    0.13% of the 13F portfolio, value $1,854,572.

    13F-HR 0001843010-26-000003 filed by Tradition Wealth Management, 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 2,574 shares
    Change vs previous 13F +31 shares

    0.11% of the 13F portfolio, value $1,474,650.

    13F-HR 0001843010-26-000001 filed by Tradition Wealth Management, 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 2,543 shares
    Change vs previous 13F -181 shares

    0.09% of the 13F portfolio, value $1,213,555.

    13F-HR 0001843010-25-000007 filed by Tradition Wealth Management, 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 2,724 shares
    Change vs previous 13F -15 shares

    0.08% of the 13F portfolio, value $1,057,572.

    13F-HR 0001843010-25-000004 filed by Tradition Wealth Management, 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 2,739 shares
    Change vs previous 13F +43 shares

    0.08% of the 13F portfolio, value $903,332.

    13F-HR 0001843010-25-000003 filed by Tradition Wealth Management, 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 2,696 shares
    Change vs previous 13F +218 shares

    0.09% of the 13F portfolio, value $977,927.

    13F-HR 0001843010-25-000001 filed by Tradition Wealth Management, 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 2,478 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $969,273.

    13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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