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Disclosery

Safe Harbor Fiduciary, LLC: CAT position timeline

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

Safe Harbor Fiduciary, LLC held 584 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 584 shares
    Change vs previous 13F -115 shares

    0.48% of the 13F portfolio, value $621,902.

    13F-HR 0002036114-26-000003 filed by Safe Harbor Fiduciary, 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 699 shares
    Change vs previous 13F -18 shares

    0.47% of the 13F portfolio, value $495,214.

    13F-HR 0002036114-26-000002 filed by Safe Harbor Fiduciary, 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 717 shares
    Change vs previous 13F -30 shares

    0.36% of the 13F portfolio, value $410,748.

    13F-HR 0002036114-26-000001 filed by Safe Harbor Fiduciary, 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 747 shares
    Change vs previous 13F -30 shares

    0.27% of the 13F portfolio, value $289,993.

    13F-HR 0002036114-25-000002 filed by Safe Harbor Fiduciary, 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 777 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $256,255.

    13F-HR 0001862443-25-000005 filed by Safe Harbor Fiduciary, 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 777 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $281,865.

    13F-HR 0002036114-25-000001 filed by Safe Harbor Fiduciary, 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 777 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $303,900.

    13F-HR 0002036114-24-000002 filed by Safe Harbor Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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