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Disclosery

Prospera Financial Services Inc: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prospera Financial Services Inc on CAT, newest first. How the timeline and the estimate are built.

Prospera Financial Services Inc held 97,568 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,568 shares
    Change vs previous 13F +2,124 shares

    1.51% of the 13F portfolio, value $103,932,460.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services Inc
    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 95,444 shares
    Change vs previous 13F +6,994 shares

    1.09% of the 13F portfolio, value $67,636,611.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services Inc
    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 88,450 shares
    Change vs previous 13F +16,785 shares

    0.83% of the 13F portfolio, value $50,684,877.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services Inc
    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 71,665 shares
    Change vs previous 13F -3,385 shares

    0.58% of the 13F portfolio, value $34,206,158.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services Inc
    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 75,050 shares
    Change vs previous 13F -30,557 shares

    0.54% of the 13F portfolio, value $29,145,434.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services Inc
    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 105,607 shares
    Change vs previous 13F +1,921 shares

    0.8% of the 13F portfolio, value $34,837,333.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services Inc
    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 103,686 shares
    Change vs previous 13F +8,066 shares

    0.88% of the 13F portfolio, value $37,622,060.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services Inc
    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 95,620 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $37,408,882.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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