Richard Bernstein Advisors LLC: CAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard Bernstein Advisors LLC on CAT, newest first. How the timeline and the estimate are built.
Richard Bernstein Advisors LLC held 2,643 CAT shares at 2026-03-31 per its 13F-HR filed 2026-04-22.
the latest 13F is the newest step
- period ended2026-03-3113F 2,643 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $1,872,460.
13F-HR 0001420506-26-000702 filed by Richard Bernstein Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,643 sharesChange vs previous 13F -2,840 shares
0.04% of the 13F portfolio, value $1,514,095.
13F-HR 0001420506-26-000132 filed by Richard Bernstein Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,483 sharesChange vs previous 13F -7,885 shares
0.07% of the 13F portfolio, value $2,616,214.
13F-HR 0001420506-25-003180 filed by Richard Bernstein Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,368 sharesChange vs previous 13F -1,116 shares
0.13% of the 13F portfolio, value $5,189,590.
13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,484 sharesChange vs previous 13F -588 shares
0.12% of the 13F portfolio, value $4,776,823.
13F-HR 0001420506-25-000829 filed by Richard Bernstein Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,072 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $5,467,518.
13F-HR 0001420506-25-000134 filed by Richard Bernstein Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,072 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $5,894,961.
13F-HR 0001420506-24-002253 filed by Richard Bernstein Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 15,072 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $5,020,483.
13F-HR 0001420506-24-001201 filed by Richard Bernstein Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).