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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

  1. period ended2026-03-31
    13F 2,643 shares
    Change 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), ingested

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

  2. period ended2025-12-31
    13F 2,643 shares
    Change 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), ingested

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

  3. period ended2025-09-30
    13F 5,483 shares
    Change 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), ingested

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

  4. period ended2025-06-30
    13F 13,368 shares
    Change 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), ingested

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

  5. period ended2025-03-31
    13F 14,484 shares
    Change 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), ingested

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

  6. period ended2024-12-31
    13F 15,072 shares
    Change 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), ingested

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

  7. period ended2024-09-30
    13F 15,072 shares
    Change 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), ingested

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

  8. period ended2024-06-30
    13F 15,072 shares
    Change 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), ingested

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