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Disclosery

Principle Wealth Partners LLC: CAT position timeline

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

Principle Wealth Partners LLC held 20,342 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,342 shares
    Change vs previous 13F -709 shares

    1.07% of the 13F portfolio, value $21,662,531.

    13F-HR 0001951757-26-001184 filed by Principle Wealth 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 21,051 shares
    Change vs previous 13F -682 shares

    0.85% of the 13F portfolio, value $14,913,760.

    13F-HR 0001951757-26-000791 filed by Principle Wealth 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 21,733 shares
    Change vs previous 13F +324 shares

    0.7% of the 13F portfolio, value $12,449,937.

    13F-HR 0001951757-26-000397 filed by Principle Wealth 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 21,409 shares
    Change vs previous 13F +169 shares

    0.59% of the 13F portfolio, value $10,215,403.

    13F-HR 0001951757-25-001250 filed by Principle Wealth 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 21,240 shares
    Change vs previous 13F -307 shares

    0.51% of the 13F portfolio, value $8,245,443.

    13F-HR 0001951757-25-001006 filed by Principle Wealth 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 21,547 shares
    Change vs previous 13F -149 shares

    0.51% of the 13F portfolio, value $7,106,528.

    13F-HR 0001951757-25-000521 filed by Principle Wealth 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 21,696 shares
    Change vs previous 13F -554 shares

    0.55% of the 13F portfolio, value $7,870,567.

    13F-HR 0001951757-25-000146 filed by Principle Wealth 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 22,250 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $8,702,356.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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