Skip to content
Disclosery

COMMONWEALTH EQUITY SERVICES, LLC: CAT position timeline

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

COMMONWEALTH EQUITY SERVICES, LLC held 309,841 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 309,841 shares
    Change vs previous 13F -19,996 shares

    0.41% of the 13F portfolio, value $329,950,197.

    13F-HR 0000312272-26-000020 filed by COMMONWEALTH EQUITY SERVICES, 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 329,837 shares
    Change vs previous 13F -25,659 shares

    0.33% of the 13F portfolio, value $233,676,535.

    13F-HR 0000312272-26-000018 filed by COMMONWEALTH EQUITY SERVICES, 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 355,496 shares
    Change vs previous 13F -27,760 shares

    0.27% of the 13F portfolio, value $203,652,887.

    13F-HR 0000312272-26-000007 filed by COMMONWEALTH EQUITY SERVICES, 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 383,256 shares
    Change vs previous 13F -22,404 shares

    0.24% of the 13F portfolio, value $182,870,000.

    13F-HR 0000312272-25-000021 filed by COMMONWEALTH EQUITY SERVICES, 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 405,660 shares
    Change vs previous 13F -33,300 shares

    0.21% of the 13F portfolio, value $157,481,000.

    13F-HR 0000312272-25-000015 filed by COMMONWEALTH EQUITY SERVICES, 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 438,960 shares
    Change vs previous 13F +4,186 shares

    0.2% of the 13F portfolio, value $144,769,000.

    13F-HR 0000312272-25-000010 filed by COMMONWEALTH EQUITY SERVICES, 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 434,774 shares
    Change vs previous 13F -799 shares

    0.23% of the 13F portfolio, value $157,719,000.

    13F-HR 0000312272-25-000002 filed by COMMONWEALTH EQUITY SERVICES, 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 435,573 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $170,361,000.

    13F-HR 0000312272-24-000020 filed by COMMONWEALTH EQUITY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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