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CWM, LLC: CATH position timeline

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

CWM, LLC held 158,292 CATH shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 158,292 shares
    Change vs previous 13F +10,671 shares

    0.03% of the 13F portfolio, value $12,370,544.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 147,621 shares
    Change vs previous 13F +1,751 shares

    0.03% of the 13F portfolio, value $12,138,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 145,870 shares
    Change vs previous 13F -2,334 shares

    0.04% of the 13F portfolio, value $11,824,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 148,204 shares
    Change vs previous 13F +3,074 shares

    0.04% of the 13F portfolio, value $11,182,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 145,130 shares
    Change vs previous 13F +14,636 shares

    0.04% of the 13F portfolio, value $9,802,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 130,494 shares
    Change vs previous 13F +13,671 shares

    0.04% of the 13F portfolio, value $9,244,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 116,823 shares
    Change vs previous 13F +2,522 shares

    0.03% of the 13F portfolio, value $8,106,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 114,301 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $7,475,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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