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Disclosery

Triangle Securities Wealth Management: CAT position timeline

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

Triangle Securities Wealth Management held 6,161 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,161 shares
    Change vs previous 13F -192 shares

    1.3% of the 13F portfolio, value $6,561,106.

    13F-HR 0001062993-26-003647 filed by Triangle Securities 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 6,353 shares
    Change vs previous 13F -7,247 shares

    1.02% of the 13F portfolio, value $4,500,996.

    13F-HR 0001062993-26-002057 filed by Triangle Securities 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 13,600 shares
    Change vs previous 13F +6,623 shares

    1.5% of the 13F portfolio, value $7,123,192.

    13F-HR 0001062993-26-000212 filed by Triangle Securities 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 6,977 shares
    Change vs previous 13F +826 shares

    0.75% of the 13F portfolio, value $3,328,973.

    13F-HR 0001062993-25-016081 filed by Triangle Securities 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 6,151 shares
    Change vs previous 13F -718 shares

    0.59% of the 13F portfolio, value $2,387,906.

    13F-HR 0001062993-25-012685 filed by Triangle Securities 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 6,869 shares
    Change vs previous 13F +201 shares

    0.58% of the 13F portfolio, value $2,265,396.

    13F-HR 0001062993-25-007294 filed by Triangle Securities 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 6,668 shares
    Change vs previous 13F -309 shares

    0.62% of the 13F portfolio, value $2,418,884.

    13F-HR 0001062993-25-000798 filed by Triangle Securities 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 6,977 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,728,833.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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