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Disclosery

USA FINANCIAL FORMULAS: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of USA FINANCIAL FORMULAS on CAT, newest first. How the timeline and the estimate are built.

USA FINANCIAL FORMULAS held 973 CAT shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 973 shares
    Change vs previous 13F -355 shares

    0.13% of the 13F portfolio, value $689,332.

    13F-HR 0001633716-26-000005 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,328 shares
    Change vs previous 13F +941 shares

    0.14% of the 13F portfolio, value $760,771.

    13F-HR 0001633716-26-000003 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 387 shares
    Change vs previous 13F -73 shares

    0.03% of the 13F portfolio, value $184,657.

    13F-HR 0001633716-25-000006 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 460 shares
    Change vs previous 13F -70 shares

    0.03% of the 13F portfolio, value $178,577.

    13F-HR 0001633716-25-000004 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 530 shares
    Change vs previous 13F -241 shares

    0.03% of the 13F portfolio, value $174,794.

    13F-HR 0001633716-25-000003 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 771 shares
    Change vs previous 13F -91 shares

    0.04% of the 13F portfolio, value $279,688.

    13F-HR 0001633716-25-000002 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 862 shares
    Change vs previous 13F -2 shares

    0.05% of the 13F portfolio, value $337,145.

    13F-HR 0001633716-24-000009 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 864 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $287,798.

    13F-HR 0001633716-24-000007 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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