Copley Financial Group, Inc.: CAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Copley Financial Group, Inc. on CAT, newest first. How the timeline and the estimate are built.
Copley Financial Group, Inc. held 1,965 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 1,965 sharesChange vs previous 13F -1,732 shares
1.27% of the 13F portfolio, value $2,092,529.
13F-HR 0002045258-26-000003 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,697 sharesChange vs previous 13F -80 shares
1.58% of the 13F portfolio, value $2,619,177.
13F-HR 0002045258-26-000002 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,777 sharesChange vs previous 13F 0 shares
1.34% of the 13F portfolio, value $2,163,730.
13F-HR 0002045258-26-000001 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,777 sharesChange vs previous 13F 0 shares
1.23% of the 13F portfolio, value $1,802,196.
13F-HR 0002045258-25-000006 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,777 sharesChange vs previous 13F 0 shares
1.09% of the 13F portfolio, value $1,466,269.
13F-HR 0002045258-25-000004 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 3,777 sharesChange vs previous 13F 0 shares
0.95% of the 13F portfolio, value $1,245,655.
13F-HR/A 0002045258-25-000003 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,777 sharesChange vs previous 13F +1,732 shares
1.05% of the 13F portfolio, value $1,370,145.
13F-HR 0002045258-25-000001 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,045 sharesChange vs previous 13F not available
0.73% of the 13F portfolio, value $799,840.
13F-HR 0002045258-24-000002 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).