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Disclosery

Cerity Partners LLC: CAT position timeline

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

Cerity Partners LLC held 279,238 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 279,238 shares
    Change vs previous 13F +3,824 shares

    0.36% of the 13F portfolio, value $297,314,388.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 275,414 shares
    Change vs previous 13F +4,488 shares

    0.28% of the 13F portfolio, value $195,152,035.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 270,926 shares
    Change vs previous 13F +12,972 shares

    0.23% of the 13F portfolio, value $155,266,792.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 257,954 shares
    Change vs previous 13F -2,375 shares

    0.2% of the 13F portfolio, value $123,137,937.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 260,329 shares
    Change vs previous 13F -34,540 shares

    0.18% of the 13F portfolio, value $101,094,333.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 294,869 shares
    Change vs previous 13F +64,654 shares

    0.2% of the 13F portfolio, value $97,247,409.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 230,215 shares
    Change vs previous 13F -3,659 shares

    0.18% of the 13F portfolio, value $84,063,762.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 233,874 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $91,473,263.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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