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AE Wealth Management LLC: CAT position timeline

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

AE Wealth Management LLC held 55,707 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,707 shares
    Change vs previous 13F +30,157 shares

    0.28% of the 13F portfolio, value $59,322,886.

    13F-HR 0001697723-26-000007 filed by AE 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 25,550 shares
    Change vs previous 13F +1,036 shares

    0.1% of the 13F portfolio, value $18,101,791.

    13F-HR 0001697723-26-000006 filed by AE 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 24,514 shares
    Change vs previous 13F +1,479 shares

    0.08% of the 13F portfolio, value $14,044,456.

    13F-HR 0001697723-26-000001 filed by AE 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 23,035 shares
    Change vs previous 13F +3,159 shares

    0.07% of the 13F portfolio, value $10,990,842.

    13F-HR 0001697723-25-000007 filed by AE 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 19,876 shares
    Change vs previous 13F +1,075 shares

    0.06% of the 13F portfolio, value $7,715,872.

    13F-HR 0001697723-25-000004 filed by AE 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 18,801 shares
    Change vs previous 13F -6,372 shares

    0.05% of the 13F portfolio, value $6,200,719.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 25,173 shares
    Change vs previous 13F +385 shares

    0.08% of the 13F portfolio, value $9,132,225.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 24,788 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $9,695,392.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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