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Disclosery

NorthRock Partners, LLC: CAT position timeline

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

NorthRock Partners, LLC held 10,121 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,121 shares
    Change vs previous 13F +35 shares

    0.16% of the 13F portfolio, value $10,778,079.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, 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 10,086 shares
    Change vs previous 13F +1,342 shares

    0.12% of the 13F portfolio, value $7,145,927.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, 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 8,744 shares
    Change vs previous 13F -3,796 shares

    0.08% of the 13F portfolio, value $5,009,660.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, 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 12,540 shares
    Change vs previous 13F +2,499 shares

    0.11% of the 13F portfolio, value $5,983,445.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, 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/A 10,041 shares
    Change vs previous 13F -307 shares

    0.1% of the 13F portfolio, value $3,897,993.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, 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 10,348 shares
    Change vs previous 13F +277 shares

    0.11% of the 13F portfolio, value $3,412,725.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, 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/A 10,071 shares
    Change vs previous 13F -193 shares

    0.12% of the 13F portfolio, value $3,653,192.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, 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/A 10,264 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,014,325.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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