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Financial Enhancement Group LLC: CAT position timeline

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

Financial Enhancement Group LLC held 7,233 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 7,233 shares
    Change vs previous 13F +1,382 shares

    0.68% of the 13F portfolio, value $5,886,709.

    13F-HR 0001641438-26-000006 filed by Financial Enhancement Group LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,851 shares
    Change vs previous 13F -1,423 shares

    0.74% of the 13F portfolio, value $6,231,065.

    13F-HR 0001641438-26-000005 filed by Financial Enhancement 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 ended2026-03-31
    13F 7,274 shares
    Change vs previous 13F -597 shares

    0.72% of the 13F portfolio, value $5,780,517.

    13F-HR 0001641438-26-000004 filed by Financial Enhancement 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 ended2025-12-31
    13F 7,871 shares
    Change vs previous 13F +146 shares

    0.66% of the 13F portfolio, value $5,079,959.

    13F-HR 0001641438-26-000003 filed by Financial Enhancement 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 ended2025-09-30
    13F 7,725 shares
    Change vs previous 13F +6,972 shares

    0.52% of the 13F portfolio, value $3,878,995.

    13F-HR 0001641438-25-000009 filed by Financial Enhancement 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 ended2025-06-30
    13F 753 shares
    Change vs previous 13F +9 shares

    0.04% of the 13F portfolio, value $305,735.

    13F-HR 0001641438-25-000007 filed by Financial Enhancement 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 ended2025-03-31
    13F 744 shares
    Change vs previous 13F -1 shares

    0.03% of the 13F portfolio, value $216,672.

    13F-HR 0001641438-25-000006 filed by Financial Enhancement 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 ended2024-12-31
    13F 745 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $270,096.

    13F-HR 0001641438-25-000001 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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