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BRADLEY FOSTER & SARGENT INC/CT: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRADLEY FOSTER & SARGENT INC/CT on CAT, newest first. How the timeline and the estimate are built.

BRADLEY FOSTER & SARGENT INC/CT held 100,822 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,822 shares
    Change vs previous 13F -2,837 shares

    1.52% of the 13F portfolio, value $107,365,874.

    13F-HR 0001015086-26-000006 filed by BRADLEY FOSTER & SARGENT INC/CT
    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/A 103,659 shares
    Change vs previous 13F -3,527 shares

    1.14% of the 13F portfolio, value $73,438,485.

    13F-HR/A 0001015086-26-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 107,186 shares
    Change vs previous 13F -546 shares

    0.9% of the 13F portfolio, value $61,403,706.

    13F-HR 0001015086-26-000001 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 107,732 shares
    Change vs previous 13F -1,119 shares

    0.76% of the 13F portfolio, value $51,404,322.

    13F-HR 0001015086-25-000013 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 108,851 shares
    Change vs previous 13F -776 shares

    0.66% of the 13F portfolio, value $42,257,061.

    13F-HR 0001015086-25-000007 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 109,627 shares
    Change vs previous 13F +1,202 shares

    0.62% of the 13F portfolio, value $36,155,000.

    13F-HR 0001015086-25-000005 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 108,425 shares
    Change vs previous 13F -81 shares

    0.66% of the 13F portfolio, value $39,332,252.

    13F-HR 0001015086-25-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 108,506 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $42,438,908.

    13F-HR 0001015086-24-000011 filed by BRADLEY FOSTER & SARGENT INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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