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Disclosery

FourThought Financial Partners, LLC: CAT position timeline

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

FourThought Financial Partners, LLC held 12,863 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,863 shares
    Change vs previous 13F -14 shares

    1.06% of the 13F portfolio, value $13,697,705.

    13F-HR 0001765380-26-000356 filed by FourThought Financial 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 12,877 shares
    Change vs previous 13F -376 shares

    0.79% of the 13F portfolio, value $9,122,594.

    13F-HR 0001765380-26-000183 filed by FourThought Financial 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 13,253 shares
    Change vs previous 13F -38 shares

    0.64% of the 13F portfolio, value $7,592,471.

    13F-HR 0001765380-26-000071 filed by FourThought Financial 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 13,291 shares
    Change vs previous 13F +84 shares

    0.56% of the 13F portfolio, value $6,341,817.

    13F-HR 0001765380-25-000495 filed by FourThought Financial 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 13,207 shares
    Change vs previous 13F +6 shares

    0.51% of the 13F portfolio, value $5,126,918.

    13F-HR 0001765380-25-000355 filed by FourThought Financial 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 13,201 shares
    Change vs previous 13F -52 shares

    0.46% of the 13F portfolio, value $4,353,701.

    13F-HR 0001765380-25-000174 filed by FourThought Financial 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 13,253 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $4,807,844.

    13F-HR 0001765380-25-000043 filed by FourThought Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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