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Woodward Financial Advisors, Inc.: CAT position timeline

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

Woodward Financial Advisors, Inc. held 444 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 444 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $472,816.

    13F-HR 0001951757-26-001261 filed by Woodward Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  2. period ended2026-03-31
    13F 444 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $296,339.

    13F-HR 0001951757-26-001642 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  3. period ended2025-12-31
    13F 444 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $254,354.

    13F-HR 0001951757-26-001641 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  4. period ended2025-09-30
    13F 444 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $211,855.

    13F-HR 0001951757-26-001632 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested