Tripletail Wealth Management, LLC: CAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tripletail Wealth Management, LLC on CAT, newest first. How the timeline and the estimate are built.
Tripletail Wealth Management, LLC held 1,228 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,228 sharesChange vs previous 13F -38 shares
1.36% of the 13F portfolio, value $1,183,215.
13F-HR 0002079812-26-000003 filed by Tripletail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,266 sharesChange vs previous 13F -308 shares
1.24% of the 13F portfolio, value $908,001.
13F-HR 0002079812-26-000002 filed by Tripletail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,574 sharesChange vs previous 13F -18 shares
1.14% of the 13F portfolio, value $901,697.
13F-HR 0002079812-26-000001 filed by Tripletail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,592 sharesChange vs previous 13F +25 shares
0.94% of the 13F portfolio, value $790,810.
13F-HR 0002079812-25-000002 filed by Tripletail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,567 sharesChange vs previous 13F not available
0.91% of the 13F portfolio, value $639,391.
13F-HR 0001667731-25-001116 filed by Tripletail Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).