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Disclosery

Canopy Partners, LLC: CAT position timeline

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

Canopy Partners, LLC held 3,420 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,420 shares
    Change vs previous 13F -43 shares

    1.1% of the 13F portfolio, value $3,641,958.

    13F-HR 0001960860-26-000003 filed by Canopy 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 3,463 shares
    Change vs previous 13F -71 shares

    0.84% of the 13F portfolio, value $2,453,397.

    13F-HR 0001960860-26-000002 filed by Canopy 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 3,534 shares
    Change vs previous 13F +7 shares

    0.66% of the 13F portfolio, value $2,024,523.

    13F-HR 0001960860-26-000001 filed by Canopy 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 3,527 shares
    Change vs previous 13F -366 shares

    0.56% of the 13F portfolio, value $1,682,908.

    13F-HR 0001960860-25-000006 filed by Canopy 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 3,893 shares
    Change vs previous 13F -695 shares

    0.55% of the 13F portfolio, value $1,511,302.

    13F-HR 0001960860-25-000003 filed by Canopy 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 4,588 shares
    Change vs previous 13F +7 shares

    0.59% of the 13F portfolio, value $1,513,122.

    13F-HR 0001960860-25-000002 filed by Canopy 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 4,581 shares
    Change vs previous 13F +2,096 shares

    0.63% of the 13F portfolio, value $1,661,804.

    13F-HR 0001960860-25-000001 filed by Canopy 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 2,485 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $971,933.

    13F-HR 0001960860-24-000008 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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