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Keudell/Morrison Wealth Management: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keudell/Morrison Wealth Management on CAT, newest first. How the timeline and the estimate are built.

Keudell/Morrison Wealth Management held 4,025 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,025 shares
    Change vs previous 13F -40 shares

    0.81% of the 13F portfolio, value $4,286,208.

    13F-HR 0002085853-26-000737 filed by Keudell/Morrison Wealth Management
    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 4,065 shares
    Change vs previous 13F -1,918 shares

    0.59% of the 13F portfolio, value $2,879,846.

    13F-HR 0002085853-26-000412 filed by Keudell/Morrison Wealth Management
    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 5,983 shares
    Change vs previous 13F +5 shares

    0.72% of the 13F portfolio, value $3,427,421.

    13F-HR 0002085853-26-000218 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 5,978 shares
    Change vs previous 13F -174 shares

    0.51% of the 13F portfolio, value $2,320,609.

    13F-HR 0001667731-25-000921 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 6,152 shares
    Change vs previous 13F +179 shares

    0.48% of the 13F portfolio, value $2,028,800.

    13F-HR 0001667731-25-000495 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 5,973 shares
    Change vs previous 13F +1 shares

    0.56% of the 13F portfolio, value $2,166,585.

    13F-HR 0001667731-25-000109 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 5,972 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,335,927.

    13F-HR 0001785498-24-000004 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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