Skip to content
Disclosery

Sigma Planning Corp: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sigma Planning Corp on CAT, newest first. How the timeline and the estimate are built.

Sigma Planning Corp held 25,189 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,189 shares
    Change vs previous 13F +2,733 shares

    0.68% of the 13F portfolio, value $26,824,228.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 22,456 shares
    Change vs previous 13F -2,355 shares

    0.44% of the 13F portfolio, value $15,909,034.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 24,811 shares
    Change vs previous 13F +3,858 shares

    0.39% of the 13F portfolio, value $14,248,363.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 20,953 shares
    Change vs previous 13F -694 shares

    0.28% of the 13F portfolio, value $9,997,487.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 21,647 shares
    Change vs previous 13F -3,268 shares

    0.25% of the 13F portfolio, value $8,403,611.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 24,915 shares
    Change vs previous 13F -1,438 shares

    0.26% of the 13F portfolio, value $8,216,996.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 26,353 shares
    Change vs previous 13F +1,508 shares

    0.3% of the 13F portfolio, value $9,559,937.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 24,845 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $9,717,558.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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