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Disclosery

Parcion Private Wealth LLC: CAT position timeline

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

Parcion Private Wealth LLC held 8,312 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,312 shares
    Change vs previous 13F -27 shares

    0.49% of the 13F portfolio, value $8,851,449.

    13F-HR 0001801263-26-000004 filed by Parcion Private 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 8,339 shares
    Change vs previous 13F -11,475 shares

    0.37% of the 13F portfolio, value $5,907,848.

    13F-HR 0001801263-26-000003 filed by Parcion Private 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 19,814 shares
    Change vs previous 13F -451 shares

    0.69% of the 13F portfolio, value $11,350,697.

    13F-HR 0001801263-26-000001 filed by Parcion Private 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 20,265 shares
    Change vs previous 13F +115 shares

    0.6% of the 13F portfolio, value $9,669,381.

    13F-HR 0001801263-25-000008 filed by Parcion Private 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 20,150 shares
    Change vs previous 13F +226 shares

    0.56% of the 13F portfolio, value $7,822,314.

    13F-HR 0001801263-25-000007 filed by Parcion Private 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 19,924 shares
    Change vs previous 13F +281 shares

    0.54% of the 13F portfolio, value $6,570,780.

    13F-HR 0001801263-25-000005 filed by Parcion Private 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 19,643 shares
    Change vs previous 13F -45 shares

    0.54% of the 13F portfolio, value $7,125,817.

    13F-HR 0001801263-25-000003 filed by Parcion Private 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 19,688 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $7,700,463.

    13F-HR 0001801263-24-000009 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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