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MANNING & NAPIER ADVISORS LLC: CAT position timeline

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

MANNING & NAPIER ADVISORS LLC held 2,218 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 2,218 shares
    Change vs previous 13F -29,043 shares

    0.03% of the 13F portfolio, value $2,361,948.

    13F-HR 0001999371-26-017897 filed by MANNING & NAPIER ADVISORS 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 31,261 shares
    Change vs previous 13F -3,335 shares

    0.31% of the 13F portfolio, value $22,147,168.

    13F-HR 0001999371-26-009545 filed by MANNING & NAPIER ADVISORS 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 34,596 shares
    Change vs previous 13F -7,544 shares

    0.26% of the 13F portfolio, value $19,975,384.

    13F-HR 0001999371-26-002483 filed by MANNING & NAPIER ADVISORS 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 42,140 shares
    Change vs previous 13F -37,815 shares

    0.26% of the 13F portfolio, value $20,107,101.

    13F-HR 0001999371-25-016177 filed by MANNING & NAPIER ADVISORS 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 79,955 shares
    Change vs previous 13F -22,674 shares

    0.37% of the 13F portfolio, value $31,039,439.

    13F-HR 0002000324-25-002721 filed by MANNING & NAPIER ADVISORS 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 102,629 shares
    Change vs previous 13F -10,866 shares

    0.42% of the 13F portfolio, value $33,847,044.

    13F-HR 0002000324-25-001411 filed by MANNING & NAPIER ADVISORS 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 113,495 shares
    Change vs previous 13F -11,131 shares

    0.47% of the 13F portfolio, value $41,171,447.

    13F-HR 0002000324-25-000034 filed by MANNING & NAPIER ADVISORS 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 124,626 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $48,743,721.

    13F-HR 0002000324-24-002904 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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