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Disclosery

McLean Asset Management Corp: CAT position timeline

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

McLean Asset Management Corp held 806 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 806 shares
    Change vs previous 13F -17 shares

    0.09% of the 13F portfolio, value $657,100.

    13F-HR 0001833140-26-000003 filed by McLean Asset Management Corp
    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 823 shares
    Change vs previous 13F +8 shares

    0.1% of the 13F portfolio, value $582,749.

    13F-HR 0001833140-26-000002 filed by McLean Asset Management Corp
    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 815 shares
    Change vs previous 13F +12 shares

    0.09% of the 13F portfolio, value $520,801.

    13F-HR 0001833140-26-000001 filed by McLean Asset Management Corp
    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 803 shares
    Change vs previous 13F +16 shares

    0.08% of the 13F portfolio, value $397,815.

    13F-HR 0001833140-25-000010 filed by McLean Asset Management Corp
    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 787 shares
    Change vs previous 13F +33 shares

    0.08% of the 13F portfolio, value $313,430.

    13F-HR 0001833140-25-000004 filed by McLean Asset Management Corp
    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 754 shares
    Change vs previous 13F -47 shares

    0.07% of the 13F portfolio, value $206,532.

    13F-HR 0001833140-25-000002 filed by McLean Asset Management Corp
    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 801 shares
    Change vs previous 13F +65 shares

    0.09% of the 13F portfolio, value $290,392.

    13F-HR 0001833140-25-000001 filed by McLean Asset Management Corp
    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 736 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $292,303.

    13F-HR 0001833140-24-000008 filed by McLean Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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