LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA: CAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA on CAT, newest first. How the timeline and the estimate are built.
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA held 1,467 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 1,467 sharesChange vs previous 13F -318 shares
0.02% of the 13F portfolio, value $1,562,209.
13F-HR 0000932974-26-000008 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,785 sharesChange vs previous 13F -405 shares
0.01% of the 13F portfolio, value $1,411,329.
13F-HR 0000932974-26-000003 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,190 sharesChange vs previous 13F -240 shares
0.01% of the 13F portfolio, value $1,399,214.
13F-HR 0000932974-26-000001 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,430 sharesChange vs previous 13F -345 shares
0.01% of the 13F portfolio, value $1,264,817.
13F-HR 0000932974-25-000013 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,775 sharesChange vs previous 13F -72 shares
0.01% of the 13F portfolio, value $1,077,283.
13F-HR 0000932974-25-000012 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,847 sharesChange vs previous 13F -7 shares
0.01% of the 13F portfolio, value $842,055.
13F-HR 0000932974-25-000004 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,854 sharesChange vs previous 13F -6 shares
0.01% of the 13F portfolio, value $1,127,274.
13F-HR 0000932974-25-000001 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,860 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,106,991.
13F-HR 0000932974-24-000006 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).