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Disclosery

Wealthquest Corp: CAT position timeline

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

Wealthquest Corp held 600 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 600 shares
    Change vs previous 13F +162 shares

    0.04% of the 13F portfolio, value $638,940.

    13F-HR 0001632968-26-000004 filed by Wealthquest Corp
    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/A 438 shares
    Change vs previous 13F +69 shares

    0.02% of the 13F portfolio, value $310,305.

    13F-HR/A 0001632968-26-000003 filed by Wealthquest Corp
    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 369 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $211,389.

    13F-HR 0001632968-26-000001 filed by Wealthquest Corp
    Filed (acceptance time not in the bulk data set), ingested

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