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Disclosery

NewEdge Wealth, LLC: CAT position timeline

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

NewEdge Wealth, LLC held 6,274 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,274 shares
    Change vs previous 13F +597 shares

    0.07% of the 13F portfolio, value $6,681,018.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 5,677 shares
    Change vs previous 13F -3,032 shares

    0.05% of the 13F portfolio, value $4,022,219.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 8,709 shares
    Change vs previous 13F +2,861 shares

    0.06% of the 13F portfolio, value $4,989,156.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 5,848 shares
    Change vs previous 13F +266 shares

    0.05% of the 13F portfolio, value $3,328,265.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 5,582 shares
    Change vs previous 13F -546 shares

    0.04% of the 13F portfolio, value $2,328,159.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 6,128 shares
    Change vs previous 13F -284 shares

    0.04% of the 13F portfolio, value $2,021,167.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 6,412 shares
    Change vs previous 13F +1,305 shares

    0.04% of the 13F portfolio, value $2,325,849.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 5,107 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,997,431.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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