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Disclosery

Ipsen Advisor Group LLC: CAT position timeline

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

Ipsen Advisor Group LLC held 545 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 545 shares
    Change vs previous 13F -13 shares

    0.37% of the 13F portfolio, value $579,953.

    13F-HR 0001964922-26-000004 filed by Ipsen Advisor Group 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 558 shares
    Change vs previous 13F -17 shares

    0.28% of the 13F portfolio, value $395,066.

    13F-HR 0001964922-26-000002 filed by Ipsen Advisor Group 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 575 shares
    Change vs previous 13F -91 shares

    0.23% of the 13F portfolio, value $329,136.

    13F-HR 0001964922-26-000001 filed by Ipsen Advisor Group 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 666 shares
    Change vs previous 13F -53 shares

    0.23% of the 13F portfolio, value $317,785.

    13F-HR 0001964922-25-000002 filed by Ipsen Advisor Group 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 719 shares
    Change vs previous 13F +3 shares

    0.21% of the 13F portfolio, value $278,957.

    13F-HR 0001085146-25-004587 filed by Ipsen Advisor Group 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 716 shares
    Change vs previous 13F +3 shares

    0.2% of the 13F portfolio, value $236,038.

    13F-HR 0001085146-25-002095 filed by Ipsen Advisor Group 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 713 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $258,591.

    13F-HR 0001085146-25-001022 filed by Ipsen Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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