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Disclosery

Stonebridge Financial Group, LLC: CAT position timeline

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

Stonebridge Financial Group, LLC held 1,693 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,693 shares
    Change vs previous 13F +58 shares

    0.1% of the 13F portfolio, value $1,372,780.

    13F-HR 0001999371-26-021857 filed by Stonebridge Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,635 shares
    Change vs previous 13F +11 shares

    0.13% of the 13F portfolio, value $1,741,229.

    13F-HR 0001999371-26-014273 filed by Stonebridge 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 ended2026-03-31
    13F 1,624 shares
    Change vs previous 13F -278 shares

    0.09% of the 13F portfolio, value $1,150,600.

    13F-HR 0001999371-26-007873 filed by Stonebridge 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 ended2025-12-31
    13F 1,902 shares
    Change vs previous 13F +38 shares

    0.09% of the 13F portfolio, value $1,089,648.

    13F-HR 0001999371-26-001274 filed by Stonebridge 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 ended2025-09-30
    13F 1,864 shares
    Change vs previous 13F +271 shares

    0.08% of the 13F portfolio, value $889,449.

    13F-HR 0001999371-25-015688 filed by Stonebridge 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 ended2025-06-30
    13F 1,593 shares
    Change vs previous 13F +31 shares

    0.06% of the 13F portfolio, value $618,452.

    13F-HR 0001999371-25-009685 filed by Stonebridge 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 ended2025-03-31
    13F 1,562 shares
    Change vs previous 13F +29 shares

    0.05% of the 13F portfolio, value $515,176.

    13F-HR 0001999371-25-004732 filed by Stonebridge 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 ended2024-12-31
    13F 1,533 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $556,142.

    13F-HR 0001999371-25-000834 filed by Stonebridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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