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Disclosery

Transcendent Capital Group LLC: CAT position timeline

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

Transcendent Capital Group LLC held 1,447 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,447 shares
    Change vs previous 13F -3 shares

    0.6% of the 13F portfolio, value $1,540,910.

    13F-HR 0002013703-26-000004 filed by Transcendent Capital 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 ended2026-03-31
    13F 1,450 shares
    Change vs previous 13F -123 shares

    0.47% of the 13F portfolio, value $1,027,267.

    13F-HR 0002013703-26-000002 filed by Transcendent Capital 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 ended2025-12-31
    13F 1,573 shares
    Change vs previous 13F -31 shares

    0.41% of the 13F portfolio, value $901,125.

    13F-HR 0002013703-26-000001 filed by Transcendent Capital 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 ended2025-09-30
    13F 1,604 shares
    Change vs previous 13F +26 shares

    0.34% of the 13F portfolio, value $765,349.

    13F-HR 0002013703-25-000006 filed by Transcendent Capital 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 ended2025-06-30
    13F 1,578 shares
    Change vs previous 13F +1,578 shares

    0.31% of the 13F portfolio, value $612,595.

    13F-HR 0002013703-25-000004 filed by Transcendent Capital 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,648 shares

    13F-HR 0002013703-25-000003 filed by Transcendent Capital Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 1,648 shares
    Change vs previous 13F +324 shares

    0.31% of the 13F portfolio, value $597,828.

    13F-HR 0002013703-25-000001 filed by Transcendent Capital 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 ended2024-09-30
    13F 1,324 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $517,843.

    13F-HR 0002013703-24-000005 filed by Transcendent Capital Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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