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Disclosery

Transform Wealth, LLC: CAT position timeline

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

Transform Wealth, LLC held 18,438 CAT shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 18,438 shares
    Change vs previous 13F -305 shares

    0.37% of the 13F portfolio, value $6,080,733.

    13F-HR 0001085146-25-002109 filed by Transform 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 ended2024-12-31
    13F 18,743 shares
    Change vs previous 13F +5,737 shares

    0.38% of the 13F portfolio, value $6,799,064.

    13F-HR 0001085146-25-000306 filed by Transform 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 ended2024-09-30
    13F 13,006 shares
    Change vs previous 13F +5,560 shares

    0.34% of the 13F portfolio, value $5,086,955.

    13F-HR 0001085146-24-004926 filed by Transform 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 ended2024-06-30
    13F 7,446 shares
    Change vs previous 13F -295 shares

    0.19% of the 13F portfolio, value $2,480,136.

    13F-HR 0001085146-24-002961 filed by Transform 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 ended2024-03-31
    13F 7,741 shares
    Change vs previous 13F -6,398 shares

    0.27% of the 13F portfolio, value $2,836,464.

    13F-HR 0001085146-24-001836 filed by Transform 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 ended2023-12-31
    13F/A 14,139 shares
    Change vs previous 13F +133 shares

    0.41% of the 13F portfolio, value $4,180,504.

    13F-HR/A 0001085146-24-001543 filed by Transform 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 ended2023-09-30
    13F 14,006 shares
    Change vs previous 13F -13,251 shares

    0.4% of the 13F portfolio, value $3,823,573.

    13F-HR 0001085146-23-003682 filed by Transform 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 ended2023-06-30
    13F 27,257 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $6,706,582.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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