Skip to content
Disclosery

Merit Financial Group, LLC: CAT position timeline

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

Merit Financial Group, LLC held 48,985 CAT shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 48,985 shares
    Change vs previous 13F +2,715 shares

    0.32% of the 13F portfolio, value $52,163,716.

    13F-HR/A 0001621225-26-000007 filed by Merit 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 46,270 shares
    Change vs previous 13F +3,758 shares

    0.24% of the 13F portfolio, value $32,780,046.

    13F-HR 0001621225-26-000005 filed by Merit 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 42,512 shares
    Change vs previous 13F +9,131 shares

    0.2% of the 13F portfolio, value $24,354,493.

    13F-HR 0001621225-26-000003 filed by Merit 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/A 33,381 shares
    Change vs previous 13F +2,742 shares

    0.15% of the 13F portfolio, value $15,928,034.

    13F-HR/A 0001621225-25-000008 filed by Merit 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 30,639 shares
    Change vs previous 13F +9,266 shares

    0.13% of the 13F portfolio, value $11,894,344.

    13F-HR 0001621225-25-000006 filed by Merit 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 21,373 shares
    Change vs previous 13F +1,195 shares

    0.11% of the 13F portfolio, value $7,048,727.

    13F-HR 0001621225-25-000003 filed by Merit 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 20,178 shares
    Change vs previous 13F +4,737 shares

    0.13% of the 13F portfolio, value $7,319,921.

    13F-HR 0001621225-25-000002 filed by Merit 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 15,441 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,039,341.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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