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FLAGSHIP HARBOR ADVISORS, LLC: CAT position timeline

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

FLAGSHIP HARBOR ADVISORS, LLC held 4,448 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,448 shares
    Change vs previous 13F +8 shares

    0.18% of the 13F portfolio, value $4,737,075.

    13F-HR 0001691766-26-000006 filed by FLAGSHIP HARBOR ADVISORS, 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 4,440 shares
    Change vs previous 13F +465 shares

    0.14% of the 13F portfolio, value $3,145,271.

    13F-HR 0001691766-26-000004 filed by FLAGSHIP HARBOR ADVISORS, 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 3,975 shares
    Change vs previous 13F -475 shares

    0.11% of the 13F portfolio, value $2,277,501.

    13F-HR 0001691766-26-000003 filed by FLAGSHIP HARBOR ADVISORS, 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 4,450 shares
    Change vs previous 13F +201 shares

    0.09% of the 13F portfolio, value $2,123,214.

    13F-HR 0001691766-25-000007 filed by FLAGSHIP HARBOR ADVISORS, 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 4,249 shares
    Change vs previous 13F -109 shares

    0.08% of the 13F portfolio, value $1,649,403.

    13F-HR 0001691766-25-000006 filed by FLAGSHIP HARBOR ADVISORS, 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 4,358 shares
    Change vs previous 13F +6 shares

    0.08% of the 13F portfolio, value $1,437,369.

    13F-HR 0001691766-25-000002 filed by FLAGSHIP HARBOR ADVISORS, 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 4,352 shares
    Change vs previous 13F -616 shares

    0.08% of the 13F portfolio, value $1,578,641.

    13F-HR 0001691766-25-000001 filed by FLAGSHIP HARBOR ADVISORS, 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 4,968 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,943,123.

    13F-HR 0001691766-24-000003 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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