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WOODWARD DIVERSIFIED CAPITAL, LLC: CAT position timeline

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

WOODWARD DIVERSIFIED CAPITAL, LLC held 3,394 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,394 shares
    Change vs previous 13F -789 shares

    1.59% of the 13F portfolio, value $3,614,434.

    13F-HR 0001846177-26-000003 filed by WOODWARD DIVERSIFIED CAPITAL, 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 4,183 shares
    Change vs previous 13F -22 shares

    1.51% of the 13F portfolio, value $3,323,960.

    13F-HR 0001846177-26-000002 filed by WOODWARD DIVERSIFIED CAPITAL, 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 4,205 shares
    Change vs previous 13F +156 shares

    1.1% of the 13F portfolio, value $2,408,723.

    13F-HR 0001846177-26-000001 filed by WOODWARD DIVERSIFIED CAPITAL, 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 4,049 shares
    Change vs previous 13F -18 shares

    0.9% of the 13F portfolio, value $1,932,099.

    13F-HR 0001846177-25-000004 filed by WOODWARD DIVERSIFIED CAPITAL, 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 4,067 shares
    Change vs previous 13F +1,298 shares

    0.8% of the 13F portfolio, value $1,578,751.

    13F-HR 0001085146-25-003970 filed by WOODWARD DIVERSIFIED CAPITAL, 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 2,769 shares
    Change vs previous 13F +155 shares

    0.65% of the 13F portfolio, value $913,260.

    13F-HR 0001085146-25-002553 filed by WOODWARD DIVERSIFIED CAPITAL, 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 2,614 shares
    Change vs previous 13F -1,661 shares

    0.7% of the 13F portfolio, value $948,141.

    13F-HR 0001085146-25-000532 filed by WOODWARD DIVERSIFIED CAPITAL, 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 4,275 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,671,901.

    13F-HR 0001085146-24-005289 filed by WOODWARD DIVERSIFIED CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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