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Disclosery

SevenBridge Financial Group, LLC: CAT position timeline

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

SevenBridge Financial Group, LLC held 12,290 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,290 shares
    Change vs previous 13F -106 shares

    1.52% of the 13F portfolio, value $10,350,108.

    13F-HR 0001951757-26-001245 filed by SevenBridge Financial Group, 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 12,396 shares
    Change vs previous 13F -306 shares

    1.57% of the 13F portfolio, value $10,026,435.

    13F-HR 0001951757-26-000718 filed by SevenBridge Financial Group, 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 12,702 shares
    Change vs previous 13F +381 shares

    1.3% of the 13F portfolio, value $8,077,756.

    13F-HR 0001951757-26-000336 filed by SevenBridge Financial Group, 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 12,321 shares
    Change vs previous 13F +1,840 shares

    1.16% of the 13F portfolio, value $7,060,343.

    13F-HR 0001951757-25-001420 filed by SevenBridge Financial Group, 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 10,481 shares
    Change vs previous 13F +1,527 shares

    0.76% of the 13F portfolio, value $4,325,655.

    13F-HR 0001951757-25-001137 filed by SevenBridge Financial Group, 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 8,954 shares
    Change vs previous 13F +2,550 shares

    0.6% of the 13F portfolio, value $3,067,179.

    13F-HR 0001951757-25-000553 filed by SevenBridge Financial Group, 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 6,404 shares
    Change vs previous 13F +1,132 shares

    0.44% of the 13F portfolio, value $2,319,707.

    13F-HR 0001951757-25-000246 filed by SevenBridge Financial Group, 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 5,272 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,090,543.

    13F-HR 0001951757-24-001199 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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