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Disclosery

Elser Financial Planning, Inc: CAT position timeline

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

Elser Financial Planning, Inc held 798 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 798 shares
    Change vs previous 13F -481 shares

    0.04% of the 13F portfolio, value $849,790.

    13F-HR 0002085853-26-000729 filed by Elser Financial Planning, 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 1,279 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $919,503.

    13F-HR 0002085853-26-000387 filed by Elser Financial Planning, 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 1,279 shares
    Change vs previous 13F -51 shares

    0.53% of the 13F portfolio, value $732,701.

    13F-HR 0001754960-26-000078 filed by Elser Financial Planning, 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 1,330 shares
    Change vs previous 13F +39 shares

    0.79% of the 13F portfolio, value $652,458.

    13F-HR 0001754960-25-000711 filed by Elser Financial Planning, Inc
    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 1,291 shares
    Change vs previous 13F -35 shares

    0.63% of the 13F portfolio, value $501,179.

    13F-HR/A 0001754960-25-000447 filed by Elser Financial Planning, Inc
    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 1,326 shares
    Change vs previous 13F -8 shares

    0.61% of the 13F portfolio, value $437,315.

    13F-HR 0001754960-25-000232 filed by Elser Financial Planning, Inc
    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 1,334 shares
    Change vs previous 13F +19 shares

    0.04% of the 13F portfolio, value $483,922.

    13F-HR 0001754960-25-000077 filed by Elser Financial Planning, Inc
    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 1,315 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $514,323.

    13F-HR 0001754960-24-000503 filed by Elser Financial Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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