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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

  1. period ended2026-06-30
    13F 1,228 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 1,266 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 1,574 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 1,592 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 1,567 shares
    Change 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), ingested

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