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Disclosery

Financial Partners Group, LLC: CAT position timeline

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

Financial Partners Group, LLC held 22,978 CAT shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 22,978 shares
    Change vs previous 13F -110 shares

    3.23% of the 13F portfolio, value $8,920,361.

    13F-HR 0001221073-25-000060 filed by Financial Partners 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 ended2025-03-31
    13F 23,088 shares
    Change vs previous 13F -1,048 shares

    3.3% of the 13F portfolio, value $7,614,344.

    13F-HR 0001221073-25-000039 filed by Financial Partners 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 ended2024-12-31
    13F 24,136 shares
    Change vs previous 13F -2,319 shares

    3.64% of the 13F portfolio, value $8,755,499.

    13F-HR 0001221073-25-000005 filed by Financial Partners 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 ended2024-09-30
    13F 26,455 shares
    Change vs previous 13F +126 shares

    3.88% of the 13F portfolio, value $10,347,112.

    13F-HR 0001221073-24-000087 filed by Financial Partners 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 ended2024-06-30
    13F 26,329 shares
    Change vs previous 13F -425 shares

    3.4% of the 13F portfolio, value $8,770,284.

    13F-HR 0001221073-24-000052 filed by Financial Partners 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 ended2024-03-31
    13F 26,754 shares
    Change vs previous 13F -530 shares

    3.79% of the 13F portfolio, value $9,803,477.

    13F-HR 0001221073-24-000025 filed by Financial Partners 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 ended2023-12-31
    13F 27,284 shares
    Change vs previous 13F +2,285 shares

    3.65% of the 13F portfolio, value $8,067,111.

    13F-HR 0001221073-24-000019 filed by Financial Partners 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 ended2023-09-30
    13F 24,999 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $6,824,707.

    13F-HR 0001221073-23-000084 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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