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ANGELES WEALTH MANAGEMENT, LLC: CAT position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 1,947 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 1,947 shares
    Change vs previous 13F +170 shares

    0.09% of the 13F portfolio, value $2,073,379.

    13F-HR 0001398344-26-012905 filed by ANGELES WEALTH 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 1,777 shares
    Change vs previous 13F +334 shares

    0.07% of the 13F portfolio, value $1,258,979.

    13F-HR 0001398344-26-008459 filed by ANGELES WEALTH 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 1,443 shares
    Change vs previous 13F +409 shares

    0.05% of the 13F portfolio, value $826,674.

    13F-HR 0001398344-26-003295 filed by ANGELES WEALTH 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 1,034 shares
    Change vs previous 13F +25 shares

    0.03% of the 13F portfolio, value $493,373.

    13F-HR 0001398344-25-020722 filed by ANGELES WEALTH 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 1,009 shares
    Change vs previous 13F +13 shares

    0.03% of the 13F portfolio, value $391,704.

    13F-HR 0001398344-25-013971 filed by ANGELES WEALTH 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 996 shares
    Change vs previous 13F -610 shares

    0.03% of the 13F portfolio, value $328,481.

    13F-HR 0001398344-25-008850 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 996 shares

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

  7. period ended2024-12-31
    13F 1,606 shares
    Change vs previous 13F +54 shares

    0.02% of the 13F portfolio, value $582,593.

    13F-HR 0001398344-25-001300 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 679 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 927 shares

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

  8. period ended2024-09-30
    13F 1,552 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $607,018.

    13F-HR 0001398344-24-019597 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 703 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 849 shares

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