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Cresset Asset Management, LLC: CAT position timeline

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

Cresset Asset Management, LLC held 91,417 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,417 shares
    Change vs previous 13F -4,351 shares

    0.35% of the 13F portfolio, value $97,350,573.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 95,768 shares
    Change vs previous 13F +724 shares

    0.29% of the 13F portfolio, value $67,847,977.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, 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 95,044 shares
    Change vs previous 13F -474 shares

    0.23% of the 13F portfolio, value $54,447,761.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, 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/A 95,518 shares
    Change vs previous 13F -8,285 shares

    0.2% of the 13F portfolio, value $45,576,355.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, 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/A 103,803 shares
    Change vs previous 13F -5,091 shares

    0.2% of the 13F portfolio, value $40,297,625.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, 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 108,894 shares
    Change vs previous 13F -6,983 shares

    0.18% of the 13F portfolio, value $35,913,163.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, 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 115,877 shares
    Change vs previous 13F -61,661 shares

    0.2% of the 13F portfolio, value $42,035,501.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, 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 177,538 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $69,438,840.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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