CRA Financial Services, LLC: CAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CRA Financial Services, LLC on CAT, newest first. How the timeline and the estimate are built.
CRA Financial Services, LLC held 3,528 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 3,528 sharesChange vs previous 13F +11 shares
0.43% of the 13F portfolio, value $3,756,984.
13F-HR 0001765594-26-000003 filed by CRA Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,517 sharesChange vs previous 13F +34 shares
0.32% of the 13F portfolio, value $2,491,662.
13F-HR 0001765594-26-000002 filed by CRA Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,483 sharesChange vs previous 13F +10 shares
0.26% of the 13F portfolio, value $1,995,311.
13F-HR 0001765594-26-000001 filed by CRA Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,473 sharesChange vs previous 13F +25 shares
0.23% of the 13F portfolio, value $1,657,146.
13F-HR 0001765594-25-000008 filed by CRA Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,448 sharesChange vs previous 13F +11 shares
0.2% of the 13F portfolio, value $1,338,551.
13F-HR 0001765594-25-000004 filed by CRA Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,437 sharesChange vs previous 13F -503 shares
0.19% of the 13F portfolio, value $1,133,523.
13F-HR 0001765594-25-000002 filed by CRA Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,940 sharesChange vs previous 13F -328 shares
0.25% of the 13F portfolio, value $1,429,274.
13F-HR 0001765594-25-000001 filed by CRA Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,268 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $1,669,300.
13F-HR 0001765594-24-000007 filed by CRA Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).