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Dakota Wealth Management: CAT position timeline

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

Dakota Wealth Management held 47,042 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,042 shares
    Change vs previous 13F -9,666 shares

    0.96% of the 13F portfolio, value $50,095,442.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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 56,708 shares
    Change vs previous 13F -2,882 shares

    0.87% of the 13F portfolio, value $40,175,049.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 59,590 shares
    Change vs previous 13F -4,456 shares

    0.61% of the 13F portfolio, value $34,137,134.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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 64,046 shares
    Change vs previous 13F -11,658 shares

    0.62% of the 13F portfolio, value $30,559,583.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 75,704 shares
    Change vs previous 13F +39,839 shares

    0.62% of the 13F portfolio, value $29,389,180.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 35,865 shares
    Change vs previous 13F -2,716 shares

    0.28% of the 13F portfolio, value $11,828,231.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 38,581 shares
    Change vs previous 13F +228 shares

    0.32% of the 13F portfolio, value $13,995,766.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 38,353 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $15,000,609.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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