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Disclosery

Burton Enright Welch: CAT position timeline

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

Burton Enright Welch held 1,496 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 1,496 shares
    Change vs previous 13F -176 shares

    0.19% of the 13F portfolio, value $1,593,091.

    13F-HR 0002105919-26-000020 filed by Burton Enright Welch
    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 1,672 shares
    Change vs previous 13F +32 shares

    0.16% of the 13F portfolio, value $1,184,546.

    13F-HR 0002105919-26-000019 filed by Burton Enright Welch
    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 1,640 shares
    Change vs previous 13F +66 shares

    0.13% of the 13F portfolio, value $939,507.

    13F-HR 0002105919-26-000002 filed by Burton Enright Welch
    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 1,574 shares
    Change vs previous 13F +28 shares

    0.11% of the 13F portfolio, value $751,035.

    13F-HR 0002105919-26-000018 filed by Burton Enright Welch
    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 1,546 shares
    Change vs previous 13F +111 shares

    0.1% of the 13F portfolio, value $600,173.

    13F-HR 0002105919-26-000017 filed by Burton Enright Welch
    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 1,435 shares
    Change vs previous 13F +100 shares

    0.1% of the 13F portfolio, value $473,263.

    13F-HR 0002105919-26-000016 filed by Burton Enright Welch
    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 1,335 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $484,285.

    13F-HR 0002105919-26-000015 filed by Burton Enright Welch
    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 1,335 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $522,146.

    13F-HR 0002105919-26-000014 filed by Burton Enright Welch
    Filed (acceptance time not in the bulk data set), ingested

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