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Disclosery

Geneva Partners, LLC: CAT position timeline

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

Geneva Partners, LLC held 10,746 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,746 shares
    Change vs previous 13F -37 shares

    3.05% of the 13F portfolio, value $11,443,849.

    13F-HR 0001712671-26-000006 filed by Geneva 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 10,783 shares
    Change vs previous 13F +10,067 shares

    3.78% of the 13F portfolio, value $7,869,070.

    13F-HR 0001712671-26-000005 filed by Geneva 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 716 shares
    Change vs previous 13F +9 shares

    0.15% of the 13F portfolio, value $410,256.

    13F-HR 0001712671-26-000004 filed by Geneva 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 707 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $337,370.

    13F-HR 0001712671-25-000006 filed by Geneva 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 707 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $274,438.

    13F-HR 0001712671-25-000003 filed by Geneva 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 707 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $233,103.

    13F-HR 0001712671-25-000002 filed by Geneva 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 707 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $256,352.

    13F-HR 0001712671-25-000001 filed by Geneva 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 707 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $276,346.

    13F-HR 0001712671-24-000005 filed by Geneva Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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