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Disclosery

Ellevest, Inc.: CAT position timeline

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

Ellevest, Inc. held 1,666 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,666 shares
    Change vs previous 13F -16 shares

    0.21% of the 13F portfolio, value $1,749,881.

    13F-HR 0001644128-26-000007 filed by Ellevest, Inc.
    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 1,682 shares
    Change vs previous 13F +20 shares

    0.17% of the 13F portfolio, value $1,191,630.

    13F-HR 0001644128-26-000002 filed by Ellevest, Inc.
    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 1,662 shares
    Change vs previous 13F +277 shares

    0.13% of the 13F portfolio, value $952,110.

    13F-HR 0001644128-26-000001 filed by Ellevest, Inc.
    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 1,385 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $660,853.

    13F-HR 0001172661-25-005124 filed by Ellevest, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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