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HOWE & RUSLING INC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOWE & RUSLING INC on CAT, newest first. How the timeline and the estimate are built.

HOWE & RUSLING INC held 20,530 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 20,530 shares
    Change vs previous 13F -30 shares

    1.27% of the 13F portfolio, value $21,862,196.

    13F-HR 0001398344-26-013907 filed by HOWE & RUSLING INC
    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 20,560 shares
    Change vs previous 13F +72 shares

    0.95% of the 13F portfolio, value $14,566,274.

    13F-HR 0001398344-26-007373 filed by HOWE & RUSLING INC
    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 20,488 shares
    Change vs previous 13F -475 shares

    0.78% of the 13F portfolio, value $11,736,928.

    13F-HR 0001398344-26-003195 filed by HOWE & RUSLING INC
    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 20,963 shares
    Change vs previous 13F +210 shares

    0.69% of the 13F portfolio, value $10,002,478.

    13F-HR 0001398344-25-020331 filed by HOWE & RUSLING INC
    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 20,753 shares
    Change vs previous 13F +285 shares

    0.6% of the 13F portfolio, value $8,056,569.

    13F-HR 0001398344-25-014994 filed by HOWE & RUSLING INC
    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 20,468 shares
    Change vs previous 13F -614 shares

    0.57% of the 13F portfolio, value $6,750,282.

    13F-HR 0001398344-25-011899 filed by HOWE & RUSLING INC
    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 21,082 shares
    Change vs previous 13F -118 shares

    0.66% of the 13F portfolio, value $7,647,882.

    13F-HR 0001398344-25-002485 filed by HOWE & RUSLING INC
    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 21,200 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $8,291,641.

    13F-HR 0001398344-24-020389 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

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