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Disclosery

Wealth Architects, LLC: CAT position timeline

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

Wealth Architects, LLC held 5,202 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 5,202 shares
    Change vs previous 13F -586 shares

    0.44% of the 13F portfolio, value $5,540,441.

    13F-HR 0001611518-26-000008 filed by Wealth Architects, 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 5,788 shares
    Change vs previous 13F -93 shares

    0.37% of the 13F portfolio, value $4,100,432.

    13F-HR 0001611518-26-000006 filed by Wealth Architects, 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 5,881 shares
    Change vs previous 13F -105 shares

    0.3% of the 13F portfolio, value $3,368,885.

    13F-HR 0001611518-26-000003 filed by Wealth Architects, 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 5,986 shares
    Change vs previous 13F -23 shares

    0.27% of the 13F portfolio, value $2,856,345.

    13F-HR 0001611518-25-000013 filed by Wealth Architects, 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 6,009 shares
    Change vs previous 13F +121 shares

    0.24% of the 13F portfolio, value $2,332,862.

    13F-HR 0001611518-25-000008 filed by Wealth Architects, 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/A 5,888 shares
    Change vs previous 13F +1,749 shares

    0.21% of the 13F portfolio, value $1,941,899.

    13F-HR/A 0001611518-25-000003 filed by Wealth Architects, 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 4,139 shares
    Change vs previous 13F +628 shares

    0.17% of the 13F portfolio, value $1,501,444.

    13F-HR 0001581794-25-000006 filed by Wealth Architects, 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 3,511 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,373,209.

    13F-HR 0001611518-24-000011 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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