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Disclosery

COURIER CAPITAL LLC: CAT position timeline

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

COURIER CAPITAL LLC held 6,161 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,161 shares
    Change vs previous 13F -193 shares

    0.33% of the 13F portfolio, value $6,561,335.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 6,354 shares
    Change vs previous 13F -326 shares

    0.25% of the 13F portfolio, value $4,501,821.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 6,680 shares
    Change vs previous 13F -121 shares

    0.21% of the 13F portfolio, value $3,826,934.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 6,801 shares
    Change vs previous 13F +2,410 shares

    0.19% of the 13F portfolio, value $3,245,175.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 4,391 shares
    Change vs previous 13F +129 shares

    0.1% of the 13F portfolio, value $1,704,804.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 4,262 shares
    Change vs previous 13F -72 shares

    0.09% of the 13F portfolio, value $1,405,523.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 4,334 shares
    Change vs previous 13F -768 shares

    0.11% of the 13F portfolio, value $1,572,289.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 5,102 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,995,800.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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