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Disclosery

Edge Capital Group, LLC: CAT position timeline

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

Edge Capital Group, LLC held 3,410 CAT shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 3,410 shares
    Change vs previous 13F +186 shares

    0.06% of the 13F portfolio, value $1,237,012.

    13F-HR 0001765380-25-000038 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 3,224 shares
    Change vs previous 13F -49 shares

    0.06% of the 13F portfolio, value $1,260,971.

    13F-HR 0001765380-24-000438 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 3,273 shares
    Change vs previous 13F -27 shares

    0.05% of the 13F portfolio, value $1,090,373.

    13F-HR 0001765380-24-000332 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 3,300 shares
    Change vs previous 13F -90 shares

    0.06% of the 13F portfolio, value $1,209,369.

    13F-HR 0001765380-24-000211 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 3,390 shares
    Change vs previous 13F -449 shares

    0.06% of the 13F portfolio, value $1,002,443.

    13F-HR 0001765380-24-000102 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 3,839 shares
    Change vs previous 13F -7,000 shares

    0.07% of the 13F portfolio, value $1,048,159.

    13F-HR 0001765380-23-000232 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 10,839 shares
    Change vs previous 13F -156 shares

    0.15% of the 13F portfolio, value $2,667,037.

    13F-HR 0001765380-23-000154 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 10,995 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,516,190.

    13F-HR 0001765380-23-000091 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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