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U.S. Capital Wealth Advisors, LLC: CAT position timeline

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

U.S. Capital Wealth Advisors, LLC held 17,051 CAT shares at 2026-03-31 per its 13F-HR filed 2026-04-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 17,051 shares
    Change vs previous 13F +1,637 shares

    0.3% of the 13F portfolio, value $12,080,262.

    13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 15,414 shares
    Change vs previous 13F +2,734 shares

    0.23% of the 13F portfolio, value $8,830,288.

    13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth 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 ended2025-09-30
    13F 12,680 shares
    Change vs previous 13F +147 shares

    0.16% of the 13F portfolio, value $6,050,064.

    13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth 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 ended2025-06-30
    13F 12,533 shares
    Change vs previous 13F -17,170 shares

    0.14% of the 13F portfolio, value $4,865,261.

    13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth 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 ended2025-03-31
    13F 29,703 shares
    Change vs previous 13F -661 shares

    0.3% of the 13F portfolio, value $9,796,078.

    13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth 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 ended2024-12-31
    13F 30,364 shares
    Change vs previous 13F +16,556 shares

    0.34% of the 13F portfolio, value $11,014,988.

    13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth 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 ended2024-09-30
    13F 13,808 shares
    Change vs previous 13F -57 shares

    0.19% of the 13F portfolio, value $5,400,391.

    13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth 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 ended2024-06-30
    13F 13,865 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,618,537.

    13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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