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Ascentis Wealth Management, LLC: CAT position timeline

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

Ascentis Wealth Management, LLC held 2,562 CAT shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,562 shares
    Change vs previous 13F -7,768 shares

    0.39% of the 13F portfolio, value $2,728,809.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 16 shares
    • Ascentis Wealth Management, LLC: 2,546 shares

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

  2. period ended2026-03-31
    13F 10,330 shares
    Change vs previous 13F +3,502 shares

    0.4% of the 13F portfolio, value $7,319,144.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,054 shares
    • Ascentis Wealth Management, LLC: 2,276 shares

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

  3. period ended2025-12-31
    13F 6,828 shares
    Change vs previous 13F -597 shares

    0.37% of the 13F portfolio, value $3,912,087.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,523 shares
    • Ascentis Wealth Management, LLC: 2,305 shares

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

  4. period ended2025-09-30
    13F 7,425 shares
    Change vs previous 13F +617 shares

    0.33% of the 13F portfolio, value $3,543,041.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,773 shares
    • Ascentis Wealth Management, LLC: 2,652 shares

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

  5. period ended2025-06-30
    13F 6,808 shares
    Change vs previous 13F -11 shares

    0.28% of the 13F portfolio, value $2,650,692.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,029 shares
    • Ascentis Wealth Management, LLC: 2,779 shares

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

  6. period ended2025-03-31
    13F 6,819 shares
    Change vs previous 13F +763 shares

    0.27% of the 13F portfolio, value $2,250,372.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 5,314 shares
    • Ascentis Wealth Management, LLC: 1,505 shares

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

  7. period ended2024-12-31
    13F 6,056 shares
    Change vs previous 13F -499 shares

    0.26% of the 13F portfolio, value $2,196,952.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,611 shares
    • Ascentis Wealth Management, LLC: 2,445 shares

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

  8. period ended2024-09-30
    13F/A 6,555 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,566,152.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,368 shares
    • Ascentis Wealth Management, LLC: 2,187 shares

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