Skip to content
Disclosery

Cooper Financial Group: CAT position timeline

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

Cooper Financial Group held 5,097 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,097 shares
    Change vs previous 13F +403 shares

    0.33% of the 13F portfolio, value $4,132,291.

    13F-HR 0001214659-26-012638 filed by Cooper Financial Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,694 shares
    Change vs previous 13F +346 shares

    0.41% of the 13F portfolio, value $4,998,877.

    13F-HR 0001214659-26-008330 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,348 shares
    Change vs previous 13F -228 shares

    0.31% of the 13F portfolio, value $3,080,399.

    13F-HR 0001214659-26-004376 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,576 shares
    Change vs previous 13F +4 shares

    0.28% of the 13F portfolio, value $2,621,348.

    13F-HR 0001214659-26-000245 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,572 shares
    Change vs previous 13F +224 shares

    0.24% of the 13F portfolio, value $2,181,362.

    13F-HR 0001214659-25-014742 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,348 shares
    Change vs previous 13F -1,221 shares

    0.2% of the 13F portfolio, value $1,687,748.

    13F-HR 0001214659-25-010548 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,569 shares
    Change vs previous 13F -47 shares

    0.24% of the 13F portfolio, value $1,836,616.

    13F-HR 0001214659-25-007409 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,616 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,037,356.

    13F-HR 0001214659-25-000471 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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