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Disclosery

Allegheny Financial Group: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allegheny Financial Group on CAT, newest first. How the timeline and the estimate are built.

Allegheny Financial Group held 6,086 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,086 shares
    Change vs previous 13F -236 shares

    0.69% of the 13F portfolio, value $6,481,438.

    13F-HR 0001844148-26-000003 filed by Allegheny Financial Group
    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 6,322 shares
    Change vs previous 13F +29 shares

    0.6% of the 13F portfolio, value $4,479,510.

    13F-HR 0001844148-26-000002 filed by Allegheny Financial Group
    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 6,293 shares
    Change vs previous 13F -8 shares

    0.53% of the 13F portfolio, value $3,605,452.

    13F-HR 0001844148-26-000001 filed by Allegheny Financial Group
    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 6,301 shares
    Change vs previous 13F +1,133 shares

    0.56% of the 13F portfolio, value $3,006,609.

    13F-HR 0001844148-25-000003 filed by Allegheny Financial Group
    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 5,168 shares
    Change vs previous 13F +1,191 shares

    0.45% of the 13F portfolio, value $2,006,399.

    13F-HR 0001085146-25-005018 filed by Allegheny Financial Group
    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 3,977 shares
    Change vs previous 13F +602 shares

    0.34% of the 13F portfolio, value $1,311,816.

    13F-HR 0001085146-25-003057 filed by Allegheny Financial Group
    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 3,375 shares
    Change vs previous 13F -39 shares

    0.32% of the 13F portfolio, value $1,224,647.

    13F-HR 0001085146-25-001470 filed by Allegheny Financial Group
    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 3,414 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,335,158.

    13F-HR 0001172661-24-005142 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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