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Magnus Financial Group LLC: CAT position timeline

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

Magnus Financial Group LLC held 3,452 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,452 shares
    Change vs previous 13F +110 shares

    0.26% of the 13F portfolio, value $3,676,184.

    13F-HR 0001951757-26-000961 filed by Magnus Financial 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 3,342 shares
    Change vs previous 13F -292 shares

    0.19% of the 13F portfolio, value $2,367,682.

    13F-HR 0001951757-26-000579 filed by Magnus Financial 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 3,634 shares
    Change vs previous 13F +243 shares

    0.16% of the 13F portfolio, value $2,082,033.

    13F-HR 0001951757-26-000023 filed by Magnus Financial 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 3,391 shares
    Change vs previous 13F +28 shares

    0.13% of the 13F portfolio, value $1,617,799.

    13F-HR 0001951757-25-001193 filed by Magnus Financial 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 3,363 shares
    Change vs previous 13F -29 shares

    0.11% of the 13F portfolio, value $1,305,512.

    13F-HR 0001951757-25-000865 filed by Magnus Financial 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 3,392 shares
    Change vs previous 13F -260 shares

    0.11% of the 13F portfolio, value $1,118,575.

    13F-HR 0001951757-25-000315 filed by Magnus Financial 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 3,652 shares
    Change vs previous 13F +496 shares

    0.13% of the 13F portfolio, value $1,324,876.

    13F-HR 0001951757-25-000069 filed by Magnus Financial Group LLC
    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 3,156 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,234,279.

    13F-HR 0001951757-24-001035 filed by Magnus Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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