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Financial & Tax Architects, LLC: CAT position timeline

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

Financial & Tax Architects, LLC held 9,062 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,062 shares
    Change vs previous 13F -1,750 shares

    2.03% of the 13F portfolio, value $9,649,975.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, LLC
    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 10,812 shares
    Change vs previous 13F -2,626 shares

    1.71% of the 13F portfolio, value $7,659,755.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, LLC
    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 13,438 shares
    Change vs previous 13F -4,833 shares

    1.73% of the 13F portfolio, value $7,698,492.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 18,271 shares
    Change vs previous 13F -1,271 shares

    1.92% of the 13F portfolio, value $8,717,897.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 19,542 shares
    Change vs previous 13F +18,077 shares

    1.84% of the 13F portfolio, value $7,586,559.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,465 shares
    Change vs previous 13F -16,458 shares

    0.12% of the 13F portfolio, value $483,317.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, LLC
    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 17,923 shares
    Change vs previous 13F +109 shares

    1.66% of the 13F portfolio, value $6,501,790.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 17,814 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $6,967,283.

    13F-HR 0001214659-24-018843 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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