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Wolff Financial Management LLC: CAT position timeline

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

Wolff Financial Management LLC held 4,440 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,440 shares
    Change vs previous 13F -508 shares

    0.94% of the 13F portfolio, value $4,728,156.

    13F-HR 0001767940-26-000004 filed by Wolff Financial 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 4,948 shares
    Change vs previous 13F -20 shares

    0.77% of the 13F portfolio, value $3,505,460.

    13F-HR 0001767940-26-000003 filed by Wolff Financial 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 4,968 shares
    Change vs previous 13F -34 shares

    0.64% of the 13F portfolio, value $2,846,018.

    13F-HR 0001767940-26-000001 filed by Wolff Financial 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 5,002 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $2,386,704.

    13F-HR 0001767940-25-000006 filed by Wolff Financial 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 5,002 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,942,000.

    13F-HR 0001767940-25-000004 filed by Wolff Financial 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 5,002 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,650,000.

    13F-HR 0001767940-25-000003 filed by Wolff Financial 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 5,002 shares
    Change vs previous 13F -12 shares

    0.5% of the 13F portfolio, value $1,815,000.

    13F-HR 0001767940-25-000001 filed by Wolff Financial 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 5,014 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,961,000.

    13F-HR 0001767940-24-000005 filed by Wolff Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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