Skip to content
Disclosery

NewEdge Advisors, LLC: CAT position timeline

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

NewEdge Advisors, LLC held 212,215 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 212,215 shares
    Change vs previous 13F -2,849 shares

    0.67% of the 13F portfolio, value $225,987,609.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 215,064 shares
    Change vs previous 13F -18,595 shares

    0.55% of the 13F portfolio, value $152,363,675.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 233,659 shares
    Change vs previous 13F +23,906 shares

    0.49% of the 13F portfolio, value $133,856,041.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 209,753 shares
    Change vs previous 13F -6,906 shares

    0.45% of the 13F portfolio, value $100,083,337.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 216,659 shares
    Change vs previous 13F +11,523 shares

    0.43% of the 13F portfolio, value $84,108,713.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 205,136 shares
    Change vs previous 13F +19,240 shares

    0.4% of the 13F portfolio, value $67,653,539.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 185,896 shares
    Change vs previous 13F -7,551 shares

    0.41% of the 13F portfolio, value $67,435,278.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 193,447 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $75,660,548.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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