Skip to content
Disclosery

TrueWealth Advisors, LLC: CAT position timeline

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

TrueWealth Advisors, LLC held 738 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 738 shares
    Change vs previous 13F -2 shares

    0.13% of the 13F portfolio, value $598,193.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 740 shares
    Change vs previous 13F -55 shares

    0.18% of the 13F portfolio, value $788,443.

    13F-HR 0002085853-26-000650 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 795 shares
    Change vs previous 13F -48 shares

    0.14% of the 13F portfolio, value $563,372.

    13F-HR 0002085853-26-000303 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 843 shares
    Change vs previous 13F +31 shares

    0.13% of the 13F portfolio, value $482,871.

    13F-HR 0002085853-26-000015 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 812 shares
    Change vs previous 13F +69 shares

    0.1% of the 13F portfolio, value $387,373.

    13F-HR 0002085853-25-000096 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 743 shares
    Change vs previous 13F +2 shares

    0.09% of the 13F portfolio, value $288,545.

    13F-HR 0001817714-25-000004 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 741 shares
    Change vs previous 13F -47 shares

    0.08% of the 13F portfolio, value $244,257.

    13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 788 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $285,922.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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