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Teamwork Financial Advisors, LLC: CAT position timeline

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

Teamwork Financial Advisors, LLC held 14,865 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,865 shares
    Change vs previous 13F -2,284 shares

    1.48% of the 13F portfolio, value $15,829,465.

    13F-HR 0002085853-26-000654 filed by Teamwork Financial Advisors, LLC
    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 17,149 shares
    Change vs previous 13F -7,679 shares

    1.35% of the 13F portfolio, value $12,149,806.

    13F-HR 0002085853-26-000320 filed by Teamwork Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 24,828 shares
    Change vs previous 13F -6,030 shares

    1.52% of the 13F portfolio, value $14,223,466.

    13F-HR 0002085853-26-000022 filed by Teamwork Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 30,858 shares
    Change vs previous 13F +23,077 shares

    1.6% of the 13F portfolio, value $14,724,052.

    13F-HR 0002085853-25-000028 filed by Teamwork Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 7,781 shares
    Change vs previous 13F -4,042 shares

    0.37% of the 13F portfolio, value $3,020,670.

    13F-HR 0001667731-25-000735 filed by Teamwork Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 11,823 shares
    Change vs previous 13F -2,045 shares

    0.54% of the 13F portfolio, value $3,899,189.

    13F-HR 0001667731-25-000392 filed by Teamwork Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 13,868 shares
    Change vs previous 13F -26,478 shares

    0.66% of the 13F portfolio, value $5,030,613.

    13F-HR 0001667731-25-000048 filed by Teamwork Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 40,346 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $15,780,251.

    13F-HR 0001629931-24-000005 filed by Teamwork Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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