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Disclosery

Ascent Group, LLC: CAT position timeline

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

Ascent Group, LLC held 10,359 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,359 shares
    Change vs previous 13F +3,996 shares

    0.33% of the 13F portfolio, value $11,031,817.

    13F-HR 0001913231-26-000003 filed by Ascent 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 6,363 shares
    Change vs previous 13F -1,075 shares

    0.16% of the 13F portfolio, value $4,508,266.

    13F-HR 0001913231-26-000002 filed by Ascent 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 7,438 shares
    Change vs previous 13F +1,302 shares

    0.15% of the 13F portfolio, value $4,261,264.

    13F-HR 0001913231-26-000001 filed by Ascent 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 6,136 shares
    Change vs previous 13F +2,876 shares

    0.1% of the 13F portfolio, value $2,927,992.

    13F-HR 0001913231-25-000006 filed by Ascent 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 3,260 shares
    Change vs previous 13F -1,207 shares

    0.05% of the 13F portfolio, value $1,265,724.

    13F-HR 0001913231-25-000003 filed by Ascent 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 4,467 shares
    Change vs previous 13F +2,828 shares

    0.06% of the 13F portfolio, value $1,473,305.

    13F-HR 0001913231-25-000002 filed by Ascent Group, 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 1,639 shares
    Change vs previous 13F +501 shares

    0.04% of the 13F portfolio, value $594,564.

    13F-HR 0001221073-25-000036 filed by Ascent 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 1,138 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $445,095.

    13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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