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CAPTRUST FINANCIAL ADVISORS: CAT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 236,355 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 236,355 shares
    Change vs previous 13F +27,055 shares

    0.39% of the 13F portfolio, value $251,694,276.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 209,300 shares
    Change vs previous 13F +67,718 shares

    0.26% of the 13F portfolio, value $148,273,166.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 141,582 shares
    Change vs previous 13F +7,494 shares

    0.15% of the 13F portfolio, value $81,108,213.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 134,088 shares
    Change vs previous 13F +1,862 shares

    0.13% of the 13F portfolio, value $63,979,956.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 132,226 shares
    Change vs previous 13F -2,786 shares

    0.11% of the 13F portfolio, value $51,331,272.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 135,012 shares
    Change vs previous 13F +2,819 shares

    0.11% of the 13F portfolio, value $44,527,097.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 132,193 shares
    Change vs previous 13F +2,840 shares

    0.14% of the 13F portfolio, value $47,954,321.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 129,353 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $50,592,477.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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