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Freedom Financial Partners LLC: CAT position timeline

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

Freedom Financial Partners LLC held 664 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 664 shares
    Change vs previous 13F -100 shares

    0.23% of the 13F portfolio, value $707,321.

    13F-HR 0002063364-26-000259 filed by Freedom 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 764 shares
    Change vs previous 13F -50 shares

    0.19% of the 13F portfolio, value $541,271.

    13F-HR 0002063364-26-000101 filed by Freedom 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 814 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $466,192.

    13F-HR 0002063364-26-000007 filed by Freedom 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 813 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $388,152.

    13F-HR 0002063364-25-000236 filed by Freedom 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 813 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $315,641.

    13F-HR 0002063364-25-000209 filed by Freedom 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 813 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $268,000.

    13F-HR 0002063364-25-000021 filed by Freedom 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 812 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $294,621.

    13F-HR 0001345576-25-000007 filed by Freedom Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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