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Vivid Wealth Management, LLC: CAT position timeline

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

Vivid Wealth Management, LLC held 3,067 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,067 shares
    Change vs previous 13F -860 shares

    1.15% of the 13F portfolio, value $3,265,818.

    13F-HR 0002085853-26-000887 filed by Vivid 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 3,927 shares
    Change vs previous 13F -738 shares

    1.13% of the 13F portfolio, value $2,782,312.

    13F-HR 0002085853-26-000504 filed by Vivid 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 4,665 shares
    Change vs previous 13F -1,257 shares

    1.04% of the 13F portfolio, value $2,672,215.

    13F-HR 0002085853-26-000153 filed by Vivid 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 5,922 shares
    Change vs previous 13F -1,233 shares

    1.12% of the 13F portfolio, value $2,825,885.

    13F-HR 0002085853-25-000175 filed by Vivid 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 7,155 shares
    Change vs previous 13F +128 shares

    1.22% of the 13F portfolio, value $2,777,768.

    13F-HR 0001667731-25-000941 filed by Vivid Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,027 shares
    Change vs previous 13F +419 shares

    1.16% of the 13F portfolio, value $2,317,470.

    13F-HR 0001667731-25-000451 filed by Vivid Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 6,608 shares
    Change vs previous 13F +90 shares

    1.21% of the 13F portfolio, value $2,397,232.

    13F-HR 0001667731-25-000190 filed by Vivid Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,518 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,549,301.

    13F-HR 0002007281-24-000005 filed by Vivid Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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