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IFP Advisors, Inc: CAT position timeline

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

IFP Advisors, Inc held 13,949 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,949 shares
    Change vs previous 13F -2,613 shares

    0.27% of the 13F portfolio, value $14,854,290.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, 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 16,562 shares
    Change vs previous 13F -555 shares

    0.24% of the 13F portfolio, value $11,733,515.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, 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 17,117 shares
    Change vs previous 13F +1,466 shares

    0.22% of the 13F portfolio, value $9,805,816.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, 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/A 15,651 shares
    Change vs previous 13F -111 shares

    0.19% of the 13F portfolio, value $7,467,875.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, 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 15,762 shares
    Change vs previous 13F +1,744 shares

    0.18% of the 13F portfolio, value $6,246,386.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, 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 14,018 shares
    Change vs previous 13F +3,675 shares

    0.14% of the 13F portfolio, value $4,622,691.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, 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 10,343 shares
    Change vs previous 13F +2,225 shares

    0.12% of the 13F portfolio, value $3,751,935.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, 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 8,118 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,174,744.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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