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Disclosery

CX Institutional: CAT position timeline

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

CX Institutional held 23,527 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,527 shares
    Change vs previous 13F +11,036 shares

    0.52% of the 13F portfolio, value $19,076,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,491 shares
    Change vs previous 13F -1,553 shares

    0.38% of the 13F portfolio, value $13,302,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    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 14,044 shares
    Change vs previous 13F -12,158 shares

    0.3% of the 13F portfolio, value $9,950,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    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 26,202 shares
    Change vs previous 13F +156 shares

    0.45% of the 13F portfolio, value $15,010,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    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 26,046 shares
    Change vs previous 13F -6,874 shares

    0.38% of the 13F portfolio, value $12,428,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    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/A 32,920 shares
    Change vs previous 13F +2,002 shares

    0.45% of the 13F portfolio, value $12,780,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    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 30,918 shares
    Change vs previous 13F +5,523 shares

    0.38% of the 13F portfolio, value $10,197,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    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 25,395 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $9,212,652.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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