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Disclosery

Stonegate Investment Group, LLC: CAT position timeline

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

Stonegate Investment Group, LLC held 22,510 CAT shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 22,510 shares
    Change vs previous 13F +12,513 shares

    0.25% of the 13F portfolio, value $10,740,690.

    13F-HR 0001951757-25-001234 filed by Stonegate Investment 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 ended2025-06-30
    13F 9,997 shares
    Change vs previous 13F +2,005 shares

    0.1% of the 13F portfolio, value $3,880,960.

    13F-HR 0001951757-25-000936 filed by Stonegate Investment 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 ended2025-03-31
    13F 7,992 shares
    Change vs previous 13F -71 shares

    0.07% of the 13F portfolio, value $2,635,686.

    13F-HR 0001951757-25-000396 filed by Stonegate Investment 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 ended2024-12-31
    13F 8,063 shares
    Change vs previous 13F +1,491 shares

    0.08% of the 13F portfolio, value $2,925,115.

    13F-HR 0001951757-25-000108 filed by Stonegate Investment 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 ended2024-09-30
    13F 6,572 shares
    Change vs previous 13F +81 shares

    0.07% of the 13F portfolio, value $2,570,307.

    13F-HR 0001951757-24-001063 filed by Stonegate Investment 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 ended2024-06-30
    13F 6,491 shares
    Change vs previous 13F +498 shares

    0.06% of the 13F portfolio, value $2,162,063.

    13F-HR 0001951757-24-000631 filed by Stonegate Investment 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 ended2024-03-31
    13F 5,993 shares
    Change vs previous 13F +5 shares

    0.07% of the 13F portfolio, value $2,196,133.

    13F-HR 0001951757-24-000359 filed by Stonegate Investment 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 ended2023-12-31
    13F 5,988 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,770,609.

    13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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