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Disclosery

Fort Point Capital Partners LLC: CAT position timeline

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

Fort Point Capital Partners LLC held 3,813 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,813 shares
    Change vs previous 13F -65 shares

    0.43% of the 13F portfolio, value $4,060,873.

    13F-HR 0001589282-26-000006 filed by Fort Point Capital Partners 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 3,878 shares
    Change vs previous 13F -36 shares

    0.36% of the 13F portfolio, value $2,747,479.

    13F-HR 0001589282-26-000004 filed by Fort Point Capital Partners 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 3,914 shares
    Change vs previous 13F +39 shares

    0.31% of the 13F portfolio, value $2,533,356.

    13F-HR 0001589282-26-000002 filed by Fort Point Capital Partners 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 3,875 shares
    Change vs previous 13F -2,400 shares

    0.23% of the 13F portfolio, value $1,849,084.

    13F-HR 0001589282-25-000005 filed by Fort Point Capital Partners 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 6,275 shares
    Change vs previous 13F -36 shares

    0.24% of the 13F portfolio, value $2,435,851.

    13F-HR 0001879202-25-000030 filed by Fort Point Capital Partners 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 6,311 shares
    Change vs previous 13F -242 shares

    0.23% of the 13F portfolio, value $2,081,275.

    13F-HR 0001879202-25-000016 filed by Fort Point Capital Partners 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 6,553 shares
    Change vs previous 13F -484 shares

    0.27% of the 13F portfolio, value $2,377,049.

    13F-HR 0001879202-25-000002 filed by Fort Point Capital Partners 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 7,037 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,752,431.

    13F-HR 0001879202-24-000058 filed by Fort Point Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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