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Disclosery

MATHER GROUP, LLC.: CAT position timeline

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

MATHER GROUP, LLC. held 18,974 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 18,974 shares
    Change vs previous 13F +820 shares

    0.18% of the 13F portfolio, value $20,205,300.

    13F-HR 0001527641-26-000004 filed by MATHER 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 18,154 shares
    Change vs previous 13F -447 shares

    0.13% of the 13F portfolio, value $12,861,247.

    13F-HR 0001527641-26-000003 filed by MATHER 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 18,601 shares
    Change vs previous 13F -589 shares

    0.11% of the 13F portfolio, value $10,656,070.

    13F-HR 0001527641-26-000001 filed by MATHER 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 19,190 shares
    Change vs previous 13F -260 shares

    0.09% of the 13F portfolio, value $9,156,383.

    13F-HR 0001527641-25-000008 filed by MATHER 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 19,450 shares
    Change vs previous 13F +6,976 shares

    0.08% of the 13F portfolio, value $7,550,583.

    13F-HR 0001527641-25-000006 filed by MATHER 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 12,474 shares
    Change vs previous 13F +518 shares

    0.05% of the 13F portfolio, value $4,114,045.

    13F-HR 0001527641-25-000005 filed by MATHER 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 11,956 shares
    Change vs previous 13F -212 shares

    0.06% of the 13F portfolio, value $4,337,306.

    13F-HR 0001527641-25-000002 filed by MATHER 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 12,168 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,759,251.

    13F-HR 0001527641-24-000006 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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