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Disclosery

Everhart Financial Group, Inc.: CAT position timeline

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

Everhart Financial Group, Inc. held 5,383 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,383 shares
    Change vs previous 13F +125 shares

    0.27% of the 13F portfolio, value $4,364,706.

    13F-HR 0002085853-26-001122 filed by Everhart Financial Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,258 shares
    Change vs previous 13F -52 shares

    0.36% of the 13F portfolio, value $5,599,066.

    13F-HR 0002085853-26-000657 filed by Everhart Financial Group, Inc.
    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 5,310 shares
    Change vs previous 13F +755 shares

    0.32% of the 13F portfolio, value $3,762,235.

    13F-HR 0002085853-26-000316 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,555 shares
    Change vs previous 13F +571 shares

    0.24% of the 13F portfolio, value $2,609,423.

    13F-HR 0002085853-26-000007 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,984 shares
    Change vs previous 13F +621 shares

    0.19% of the 13F portfolio, value $1,900,793.

    13F-HR 0002085853-25-000218 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,363 shares
    Change vs previous 13F -613 shares

    0.15% of the 13F portfolio, value $1,305,410.

    13F-HR 0001667731-25-001064 filed by Everhart Financial Group, Inc.
    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 3,976 shares
    Change vs previous 13F -36 shares

    0.18% of the 13F portfolio, value $1,311,166.

    13F-HR 0001667731-25-000433 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,012 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,455,262.

    13F-HR 0001667731-25-000184 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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