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Disclosery

Callan Family Office, LLC: CAT position timeline

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

Callan Family Office, LLC held 20,108 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,108 shares
    Change vs previous 13F +849 shares

    0.42% of the 13F portfolio, value $21,412,925.

    13F-HR 0001938970-26-000004 filed by Callan Family Office, 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 19,259 shares
    Change vs previous 13F -332 shares

    0.31% of the 13F portfolio, value $13,644,160.

    13F-HR 0001938970-26-000003 filed by Callan Family Office, 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 19,591 shares
    Change vs previous 13F +4,371 shares

    0.24% of the 13F portfolio, value $11,223,033.

    13F-HR 0001938970-26-000002 filed by Callan Family Office, 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 15,220 shares
    Change vs previous 13F -2,115 shares

    0.23% of the 13F portfolio, value $7,262,223.

    13F-HR 0001938970-25-000004 filed by Callan Family Office, 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 17,335 shares
    Change vs previous 13F +12,765 shares

    0.21% of the 13F portfolio, value $6,729,620.

    13F-HR 0001221073-25-000065 filed by Callan Family Office, 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 4,570 shares
    Change vs previous 13F -8,187 shares

    0.11% of the 13F portfolio, value $1,507,186.

    13F-HR 0001221073-25-000052 filed by Callan Family Office, 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 12,757 shares
    Change vs previous 13F +10,613 shares

    0.29% of the 13F portfolio, value $4,627,729.

    13F-HR 0001221073-25-000016 filed by Callan Family Office, 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 2,144 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $838,561.

    13F-HR 0001221073-24-000082 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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