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CARY STREET PARTNERS ASSET MANAGEMENT LLC: CAT position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 21,652 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,652 shares
    Change vs previous 13F -1,061 shares

    0.45% of the 13F portfolio, value $23,057,662.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 20,143 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,509 shares

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

  2. period ended2026-03-31
    13F 22,713 shares
    Change vs previous 13F +1,346 shares

    0.36% of the 13F portfolio, value $16,091,606.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 21,382 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,331 shares

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

  3. period ended2025-12-31
    13F 21,367 shares
    Change vs previous 13F +2,430 shares

    0.28% of the 13F portfolio, value $12,240,426.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 20,117 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,250 shares

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

  4. period ended2025-09-30
    13F 18,937 shares
    Change vs previous 13F -357 shares

    0.22% of the 13F portfolio, value $9,035,849.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 17,738 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,199 shares

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

  5. period ended2025-06-30
    13F 19,294 shares
    Change vs previous 13F +1,630 shares

    0.2% of the 13F portfolio, value $7,490,209.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 18,285 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,009 shares

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

  6. period ended2025-03-31
    13F 17,664 shares
    Change vs previous 13F +954 shares

    0.17% of the 13F portfolio, value $5,825,741.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 16,694 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 970 shares

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

  7. period ended2024-12-31
    13F 16,710 shares
    Change vs previous 13F +940 shares

    0.19% of the 13F portfolio, value $6,061,731.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 15,663 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,047 shares

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

  8. period ended2024-09-30
    13F 15,770 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,167,813.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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