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Disclosery

Founders Financial Alliance, LLC: CAT position timeline

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

Founders Financial Alliance, LLC held 2,350 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,350 shares
    Change vs previous 13F -1,004 shares

    0.33% of the 13F portfolio, value $2,502,407.

    13F-HR 0001398344-26-013459 filed by Founders Financial Alliance, 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 3,354 shares
    Change vs previous 13F +227 shares

    0.43% of the 13F portfolio, value $2,376,522.

    13F-HR 0001398344-26-008920 filed by Founders Financial Alliance, 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 3,127 shares
    Change vs previous 13F -50 shares

    0.34% of the 13F portfolio, value $1,791,587.

    13F-HR 0001398344-26-002808 filed by Founders Financial Alliance, 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 3,177 shares
    Change vs previous 13F -71 shares

    0.29% of the 13F portfolio, value $1,516,022.

    13F-HR 0001398344-25-020494 filed by Founders Financial Alliance, 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 3,248 shares
    Change vs previous 13F -17 shares

    0.29% of the 13F portfolio, value $1,260,927.

    13F-HR 0001398344-25-015014 filed by Founders Financial Alliance, 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 3,265 shares
    Change vs previous 13F +263 shares

    0.26% of the 13F portfolio, value $1,076,742.

    13F-HR 0001398344-25-009151 filed by Founders Financial Alliance, 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 3,002 shares
    Change vs previous 13F -34 shares

    0.3% of the 13F portfolio, value $1,088,869.

    13F-HR 0001398344-25-002203 filed by Founders Financial Alliance, 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 3,036 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,187,610.

    13F-HR 0001398344-24-019768 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

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