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Wilson & Boucher Capital Management, LLC: CAT position timeline

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

Wilson & Boucher Capital Management, LLC held 5,802 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,802 shares
    Change vs previous 13F -50 shares

    3.63% of the 13F portfolio, value $6,178,997.

    13F-HR 0001903579-26-000003 filed by Wilson & Boucher Capital 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 5,852 shares
    Change vs previous 13F -119 shares

    2.75% of the 13F portfolio, value $4,146,199.

    13F-HR 0001903579-26-000002 filed by Wilson & Boucher Capital 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 5,971 shares
    Change vs previous 13F -10 shares

    2.25% of the 13F portfolio, value $3,420,842.

    13F-HR 0001903579-26-000001 filed by Wilson & Boucher Capital 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 5,981 shares
    Change vs previous 13F -50 shares

    1.88% of the 13F portfolio, value $2,854,030.

    13F-HR 0001903579-25-000003 filed by Wilson & Boucher Capital 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 6,031 shares
    Change vs previous 13F 0 shares

    1.63% of the 13F portfolio, value $2,341,454.

    13F-HR 0001095449-25-000050 filed by Wilson & Boucher Capital 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 6,031 shares
    Change vs previous 13F -125 shares

    1.48% of the 13F portfolio, value $1,989,159.

    13F-HR 0001095449-25-000040 filed by Wilson & Boucher Capital 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 6,156 shares
    Change vs previous 13F -125 shares

    1.58% of the 13F portfolio, value $2,233,300.

    13F-HR 0001095449-25-000017 filed by Wilson & Boucher Capital 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 6,281 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $2,456,786.

    13F-HR 0001095449-24-000095 filed by Wilson & Boucher Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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