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Wealth Quarterback LLC: CAT position timeline

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

Wealth Quarterback LLC held 1,719 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,719 shares
    Change vs previous 13F +2 shares

    0.57% of the 13F portfolio, value $1,830,779.

    13F-HR 0001803386-26-000004 filed by Wealth Quarterback 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 1,717 shares
    Change vs previous 13F +2 shares

    0.48% of the 13F portfolio, value $1,216,525.

    13F-HR 0001803386-26-000003 filed by Wealth Quarterback 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 1,715 shares
    Change vs previous 13F +7 shares

    0.35% of the 13F portfolio, value $982,360.

    13F-HR 0001803386-26-000001 filed by Wealth Quarterback 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 1,708 shares
    Change vs previous 13F +3 shares

    0.32% of the 13F portfolio, value $815,159.

    13F-HR 0001803386-25-000008 filed by Wealth Quarterback 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 1,705 shares
    Change vs previous 13F -53 shares

    0.31% of the 13F portfolio, value $662,027.

    13F-HR 0001803386-25-000004 filed by Wealth Quarterback 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 1,758 shares
    Change vs previous 13F -1,220 shares

    0.33% of the 13F portfolio, value $579,859.

    13F-HR 0001803386-25-000003 filed by Wealth Quarterback 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 2,978 shares
    Change vs previous 13F +18 shares

    0.51% of the 13F portfolio, value $1,080,399.

    13F-HR 0001803386-25-000002 filed by Wealth Quarterback 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 2,960 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,157,684.

    13F-HR 0001803386-24-000005 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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