Skip to content
Disclosery

Wealth Group, Ltd.: CAT position timeline

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

Wealth Group, Ltd. held 19,039 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,039 shares
    Change vs previous 13F +13,405 shares

    5.06% of the 13F portfolio, value $20,275,000.

    13F-HR 0002013988-26-000003 filed by Wealth Group, Ltd.
    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 5,634 shares
    Change vs previous 13F +1 shares

    3.72% of the 13F portfolio, value $3,991,000.

    13F-HR 0002013988-26-000002 filed by Wealth Group, Ltd.
    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 5,633 shares
    Change vs previous 13F -181 shares

    3.15% of the 13F portfolio, value $3,227,000.

    13F-HR 0002013988-26-000001 filed by Wealth Group, Ltd.
    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 5,814 shares
    Change vs previous 13F +629 shares

    2.24% of the 13F portfolio, value $2,257,000.

    13F-HR 0002013988-25-000006 filed by Wealth Group, Ltd.
    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 5,185 shares
    Change vs previous 13F +73 shares

    1.11% of the 13F portfolio, value $1,710,000.

    13F-HR 0002013988-25-000002 filed by Wealth Group, Ltd.
    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 5,112 shares
    Change vs previous 13F +491 shares

    1.2% of the 13F portfolio, value $1,855,000.

    13F-HR 0002013988-25-000001 filed by Wealth Group, Ltd.
    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/A 4,621 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $1,808,000.

    13F-HR/A 0001665518-24-000007 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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