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Disclosery

Ballentine Partners, LLC: CAT position timeline

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

Ballentine Partners, LLC held 9,435 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,435 shares
    Change vs previous 13F +173 shares

    0.12% of the 13F portfolio, value $10,047,717.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 9,262 shares
    Change vs previous 13F +1,520 shares

    0.09% of the 13F portfolio, value $6,562,013.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 7,742 shares
    Change vs previous 13F +91 shares

    0.06% of the 13F portfolio, value $4,435,367.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 7,651 shares
    Change vs previous 13F +126 shares

    0.05% of the 13F portfolio, value $3,650,847.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 7,525 shares
    Change vs previous 13F -766 shares

    0.04% of the 13F portfolio, value $2,921,421.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 8,291 shares
    Change vs previous 13F -195 shares

    0.05% of the 13F portfolio, value $2,734,492.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 8,486 shares
    Change vs previous 13F +125 shares

    0.05% of the 13F portfolio, value $3,078,513.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 8,361 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,270,296.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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