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MAI Capital Management: CAT position timeline

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

MAI Capital Management held 65,076 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,076 shares
    Change vs previous 13F +7,242 shares

    0.26% of the 13F portfolio, value $69,299,996.

    13F-HR 0001172661-26-003680 filed by MAI Capital 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 57,834 shares
    Change vs previous 13F +1,120 shares

    0.23% of the 13F portfolio, value $40,973,134.

    13F-HR 0001040197-26-000002 filed by MAI Capital 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 56,714 shares
    Change vs previous 13F +10,934 shares

    0.19% of the 13F portfolio, value $32,489,556.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 45,780 shares
    Change vs previous 13F +11,552 shares

    0.14% of the 13F portfolio, value $21,843,700.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 34,228 shares
    Change vs previous 13F +9,587 shares

    0.09% of the 13F portfolio, value $13,287,662.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 24,641 shares
    Change vs previous 13F +354 shares

    0.06% of the 13F portfolio, value $8,126,629.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 24,287 shares
    Change vs previous 13F +7,163 shares

    0.07% of the 13F portfolio, value $8,810,516.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 17,124 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,697,369.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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