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Stamos Capital Partners, L.P.: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stamos Capital Partners, L.P. on CAT, newest first. How the timeline and the estimate are built.

Stamos Capital Partners, L.P. held 3,098 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,098 shares
    Change vs previous 13F -1,304 shares

    0.51% of the 13F portfolio, value $3,299,060.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    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 4,402 shares
    Change vs previous 13F -1,337 shares

    0.49% of the 13F portfolio, value $3,118,641.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    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 5,739 shares
    Change vs previous 13F +1,571 shares

    0.53% of the 13F portfolio, value $3,287,701.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    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 4,168 shares
    Change vs previous 13F -3,647 shares

    0.38% of the 13F portfolio, value $1,988,761.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    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 7,815 shares
    Change vs previous 13F +1,164 shares

    0.54% of the 13F portfolio, value $3,033,861.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    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 6,651 shares
    Change vs previous 13F -959 shares

    0.57% of the 13F portfolio, value $2,193,500.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    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 7,610 shares
    Change vs previous 13F +480 shares

    0.65% of the 13F portfolio, value $2,760,604.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    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 7,130 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,788,686.

    13F-HR 0001172661-24-004638 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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