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Disclosery

Allworth Financial LP: CAT position timeline

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

Allworth Financial LP held 79,655 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,655 shares
    Change vs previous 13F -4,746 shares

    0.36% of the 13F portfolio, value $84,824,504.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 84,401 shares
    Change vs previous 13F -7,930 shares

    0.24% of the 13F portfolio, value $59,794,920.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 92,331 shares
    Change vs previous 13F +14,150 shares

    0.22% of the 13F portfolio, value $52,893,756.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 78,181 shares
    Change vs previous 13F -1,678 shares

    0.17% of the 13F portfolio, value $37,304,207.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 79,859 shares
    Change vs previous 13F +17,693 shares

    0.15% of the 13F portfolio, value $31,002,143.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 62,166 shares
    Change vs previous 13F +1,334 shares

    0.11% of the 13F portfolio, value $19,076,299.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 60,832 shares
    Change vs previous 13F +36,134 shares

    0.13% of the 13F portfolio, value $24,187,512.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 24,698 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $9,659,742.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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