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Wealthcare Advisory Partners LLC: CAT position timeline

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

Wealthcare Advisory Partners LLC held 12,259 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,259 shares
    Change vs previous 13F -4,186 shares

    0.24% of the 13F portfolio, value $13,055,181.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 11,613 shares
    • Wealthcare Capital Partners, LLC: 646 shares

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

  2. period ended2026-03-31
    13F 16,445 shares
    Change vs previous 13F -207 shares

    0.22% of the 13F portfolio, value $11,650,734.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 15,800 shares
    • Wealthcare Capital Partners, LLC: 645 shares

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

  3. period ended2025-12-31
    13F 16,652 shares
    Change vs previous 13F +736 shares

    0.18% of the 13F portfolio, value $9,539,420.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 16,007 shares
    • Wealthcare Capital Partners, LLC: 645 shares

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

  4. period ended2025-09-30
    13F 15,916 shares
    Change vs previous 13F +26 shares

    0.15% of the 13F portfolio, value $7,594,545.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 15,273 shares
    • Wealthcare Capital Partners, LLC: 643 shares

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

  5. period ended2025-06-30
    13F 15,890 shares
    Change vs previous 13F +689 shares

    0.13% of the 13F portfolio, value $6,168,560.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 15,298 shares
    • Wealthcare Capital Partners, LLC: 592 shares

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

  6. period ended2025-03-31
    13F 15,201 shares
    Change vs previous 13F -243 shares

    0.13% of the 13F portfolio, value $5,013,339.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 14,585 shares
    • Wealthcare Capital Partners, LLC: 616 shares

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

  7. period ended2024-12-31
    13F 15,444 shares
    Change vs previous 13F +828 shares

    0.15% of the 13F portfolio, value $5,602,668.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 14,830 shares
    • Wealthcare Capital Partners, LLC: 614 shares

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

  8. period ended2024-09-30
    13F 14,616 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,716,574.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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