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Disclosery

W.G. Shaheen & Associates DBA Whitney & Co: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of W.G. Shaheen & Associates DBA Whitney & Co on CAT, newest first. How the timeline and the estimate are built.

W.G. Shaheen & Associates DBA Whitney & Co held 396 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 396 shares
    Change vs previous 13F +396 shares

    0.03% of the 13F portfolio, value $421,700.

    13F-HR 0001577001-26-000004 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -687 shares

    13F-HR 0001765380-25-000039 filed by W.G. Shaheen & Associates DBA Whitney & Co
    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.

  3. period ended2024-09-30
    13F 687 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $268,699.

    13F-HR 0001765380-24-000407 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

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