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Disclosery

Strategic Financial Partners, Ltd.: CAT position timeline

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

Strategic Financial Partners, Ltd. held 524 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 524 shares
    Change vs previous 13F +51 shares

    0.21% of the 13F portfolio, value $558,851.

    13F-HR 0002027921-26-000003 filed by Strategic Financial Partners, Ltd.
    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 473 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $335,663.

    13F-HR 0002027921-26-000002 filed by Strategic Financial Partners, Ltd.
    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 473 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $271,422.

    13F-HR 0002027921-26-000001 filed by Strategic Financial Partners, Ltd.
    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 473 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $226,070.

    13F-HR 0002027921-25-000002 filed by Strategic Financial Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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