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Krilogy Financial LLC: CAT position timeline

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

Krilogy Financial LLC held 4,572 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,572 shares
    Change vs previous 13F -170 shares

    0.14% of the 13F portfolio, value $4,868,448.

    13F-HR 0001659047-26-000005 filed by Krilogy Financial 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 4,742 shares
    Change vs previous 13F +276 shares

    0.12% of the 13F portfolio, value $3,663,956.

    13F-HR 0001659047-26-000004 filed by Krilogy Financial 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 4,466 shares
    Change vs previous 13F +922 shares

    0.1% of the 13F portfolio, value $2,839,892.

    13F-HR 0001659047-26-000002 filed by Krilogy Financial 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 3,544 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,016,873.

    13F-HR 0001659047-25-000006 filed by Krilogy Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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