Skip to content
Disclosery

Keystone Financial Group: CAT position timeline

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

Keystone Financial Group held 3,127 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 3,127 shares
    Change vs previous 13F +49 shares

    0.2% of the 13F portfolio, value $3,330,153.

    13F-HR 0001729299-26-000004 filed by Keystone Financial Group
    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 3,078 shares
    Change vs previous 13F +543 shares

    0.15% of the 13F portfolio, value $2,180,849.

    13F-HR 0001729299-26-000003 filed by Keystone Financial Group
    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 2,535 shares
    Change vs previous 13F +88 shares

    0.11% of the 13F portfolio, value $1,452,208.

    13F-HR 0001729299-26-000001 filed by Keystone Financial Group
    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 2,447 shares
    Change vs previous 13F +1,601 shares

    0.09% of the 13F portfolio, value $1,167,368.

    13F-HR/A 0001765380-25-000503 filed by Keystone Financial Group
    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 846 shares
    Change vs previous 13F -40 shares

    0.03% of the 13F portfolio, value $328,410.

    13F-HR 0001765380-25-000370 filed by Keystone Financial Group
    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 886 shares
    Change vs previous 13F -60 shares

    0.03% of the 13F portfolio, value $292,309.

    13F-HR 0001765380-25-000222 filed by Keystone Financial Group
    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 946 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $343,060.

    13F-HR 0001765380-25-000102 filed by Keystone Financial Group
    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/A 945 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $369,653.

    13F-HR/A 0001765380-25-000133 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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