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Vanguard Capital Wealth Advisors: CAT position timeline

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

Vanguard Capital Wealth Advisors held 3,434 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,434 shares
    Change vs previous 13F -107 shares

    2.48% of the 13F portfolio, value $3,656,655.

    13F-HR 0001730578-26-000003 filed by Vanguard Capital Wealth Advisors
    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 3,541 shares
    Change vs previous 13F -40 shares

    2.32% of the 13F portfolio, value $2,508,896.

    13F-HR 0001730578-26-000002 filed by Vanguard Capital Wealth Advisors
    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 3,581 shares
    Change vs previous 13F +3 shares

    1.64% of the 13F portfolio, value $2,051,259.

    13F-HR 0001730578-26-000001 filed by Vanguard Capital Wealth Advisors
    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 3,578 shares
    Change vs previous 13F +3 shares

    1.37% of the 13F portfolio, value $1,707,335.

    13F-HR 0001730578-25-000003 filed by Vanguard Capital Wealth Advisors
    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 3,575 shares
    Change vs previous 13F +27 shares

    1.38% of the 13F portfolio, value $1,387,778.

    13F-HR 0001085146-25-003758 filed by Vanguard Capital Wealth Advisors
    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 3,548 shares
    Change vs previous 13F +78 shares

    1.43% of the 13F portfolio, value $1,170,169.

    13F-HR 0001085146-25-002065 filed by Vanguard Capital Wealth Advisors
    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 3,470 shares
    Change vs previous 13F +4 shares

    1.37% of the 13F portfolio, value $1,258,567.

    13F-HR 0001085146-25-001730 filed by Vanguard Capital Wealth Advisors
    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 3,466 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $1,355,672.

    13F-HR 0001085146-24-005164 filed by Vanguard Capital Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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