BURNS J W & CO INC/NY: CAT position timeline

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

BURNS J W & CO INC/NY held 2,512 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

period ended2026-06-30
13F 2,512 shares
Change vs previous 13F +26 shares
0.28% of the 13F portfolio, value $2,675,029.
13F-HR 0001047339-26-000003 filed by BURNS J W & CO INC/NY
Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,486 shares
Change vs previous 13F -400 shares
0.2% of the 13F portfolio, value $1,761,232.
13F-HR 0001047339-26-000002 filed by BURNS J W & CO INC/NY
Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,886 shares
Change vs previous 13F +31 shares
0.18% of the 13F portfolio, value $1,653,303.
13F-HR 0001047339-26-000001 filed by BURNS J W & CO INC/NY
Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,855 shares
Change vs previous 13F 0 shares
0.15% of the 13F portfolio, value $1,362,263.
13F-HR 0001047339-25-000006 filed by BURNS J W & CO INC/NY
Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,855 shares
Change vs previous 13F +450 shares
0.13% of the 13F portfolio, value $1,108,340.
13F-HR 0001047339-25-000004 filed by BURNS J W & CO INC/NY
Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 2,405 shares
Change vs previous 13F -100 shares
0.1% of the 13F portfolio, value $793,169.
13F-HR 0001047339-25-000002 filed by BURNS J W & CO INC/NY
Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 2,505 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $908,714.
13F-HR 0001047339-25-000001 filed by BURNS J W & CO INC/NY
Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 2,505 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $979,756.
13F-HR 0001047339-24-000005 filed by BURNS J W & CO INC/NY
Filed 2024-10-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).