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Patriot Financial Group Insurance Agency, LLC: CAT position timeline

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

Patriot Financial Group Insurance Agency, LLC held 3,713 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,713 shares
    Change vs previous 13F -886 shares

    0.29% of the 13F portfolio, value $3,010,653.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,599 shares
    Change vs previous 13F -4,369 shares

    0.5% of the 13F portfolio, value $4,895,406.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,968 shares
    Change vs previous 13F +6,994 shares

    0.36% of the 13F portfolio, value $6,353,316.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,974 shares
    Change vs previous 13F +238 shares

    0.13% of the 13F portfolio, value $1,130,965.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,736 shares
    Change vs previous 13F -184 shares

    0.11% of the 13F portfolio, value $828,523.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,920 shares
    Change vs previous 13F +11 shares

    0.09% of the 13F portfolio, value $745,313.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,909 shares
    Change vs previous 13F -65 shares

    0.08% of the 13F portfolio, value $629,670.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,974 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $716,042.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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