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Disclosery

West Family Investments, Inc.: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of West Family Investments, Inc. on CAT, newest first. How the timeline and the estimate are built.

West Family Investments, Inc. held 1,461 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,461 shares
    Change vs previous 13F +231 shares

    0.45% of the 13F portfolio, value $1,555,819.

    13F-HR 0001568303-26-000007 filed by West Family Investments, Inc.
    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 1,230 shares
    Change vs previous 13F -997 shares

    0.31% of the 13F portfolio, value $871,406.

    13F-HR 0001568303-26-000005 filed by West Family Investments, Inc.
    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 2,227 shares
    Change vs previous 13F -138 shares

    0.3% of the 13F portfolio, value $1,275,781.

    13F-HR 0001568303-26-000004 filed by West Family Investments, Inc.
    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/A 2,365 shares
    Change vs previous 13F +203 shares

    0.25% of the 13F portfolio, value $1,128,460.

    13F-HR 0001568303-25-000008 filed by West Family Investments, Inc.
    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 2,162 shares
    Change vs previous 13F +500 shares

    0.22% of the 13F portfolio, value $839,310.

    13F-HR 0001568303-25-000007 filed by West Family Investments, Inc.
    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 1,662 shares
    Change vs previous 13F -18 shares

    0.21% of the 13F portfolio, value $548,128.

    13F-HR 0001568303-25-000005 filed by West Family Investments, Inc.
    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 1,680 shares
    Change vs previous 13F -21 shares

    0.21% of the 13F portfolio, value $609,437.

    13F-HR 0001568303-25-000002 filed by West Family Investments, Inc.
    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 1,701 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $665,295.

    13F-HR 0001568303-24-000008 filed by West Family Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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