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Disclosery

BURNEY CO/: CAT position timeline

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

BURNEY CO/ held 8,756 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,756 shares
    Change vs previous 13F -260 shares

    0.25% of the 13F portfolio, value $9,324,608.

    13F-HR 0000940445-26-000004 filed by BURNEY CO/
    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 9,016 shares
    Change vs previous 13F -3,769 shares

    0.2% of the 13F portfolio, value $6,387,704.

    13F-HR 0000940445-26-000003 filed by BURNEY CO/
    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 12,785 shares
    Change vs previous 13F +375 shares

    0.23% of the 13F portfolio, value $7,324,328.

    13F-HR 0000940445-26-000001 filed by BURNEY CO/
    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 12,410 shares
    Change vs previous 13F -272 shares

    0.19% of the 13F portfolio, value $5,921,458.

    13F-HR 0000940445-25-000011 filed by BURNEY CO/
    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 12,682 shares
    Change vs previous 13F -1,817 shares

    0.17% of the 13F portfolio, value $4,923,177.

    13F-HR 0000940445-25-000010 filed by BURNEY CO/
    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 14,499 shares
    Change vs previous 13F -358 shares

    0.17% of the 13F portfolio, value $4,781,898.

    13F-HR 0000940445-25-000004 filed by BURNEY CO/
    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 14,857 shares
    Change vs previous 13F -410 shares

    0.19% of the 13F portfolio, value $5,389,539.

    13F-HR 0000940445-25-000001 filed by BURNEY CO/
    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 15,267 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,971,119.

    13F-HR 0000940445-24-000018 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

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