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Disclosery

WR Wealth Planners, LLC: CAT position timeline

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

WR Wealth Planners, LLC held 9,285 CAT shares at 2024-12-31 per its 13F-HR filed 2025-02-05.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 9,285 shares
    Change vs previous 13F -304 shares

    1.08% of the 13F portfolio, value $3,368,045.

    13F-HR 0002031978-25-000001 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 9,589 shares
    Change vs previous 13F -23 shares

    1.04% of the 13F portfolio, value $3,750,254.

    13F-HR 0002031978-24-000010 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 9,612 shares
    Change vs previous 13F -714 shares

    0.98% of the 13F portfolio, value $3,201,591.

    13F-HR 0002031978-24-000004 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 10,326 shares
    Change vs previous 13F -213 shares

    1.18% of the 13F portfolio, value $3,783,573.

    13F-HR 0002031978-24-000003 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 10,539 shares
    Change vs previous 13F -94 shares

    1.16% of the 13F portfolio, value $3,115,918.

    13F-HR 0002031978-24-000001 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 10,633 shares
    Change vs previous 13F +489 shares

    1.11% of the 13F portfolio, value $2,902,673.

    13F-HR 0002031978-24-000007 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 10,144 shares
    Change vs previous 13F +2,424 shares

    0.97% of the 13F portfolio, value $2,495,808.

    13F-HR 0002031978-24-000006 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 7,720 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,766,573.

    13F-HR 0002031978-24-000005 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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