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Disclosery

Concord Wealth Partners: CAT position timeline

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

Concord Wealth Partners held 17,509 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,509 shares
    Change vs previous 13F -805 shares

    1.23% of the 13F portfolio, value $18,645,087.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 9,417 shares
    • Concord Asset Management, LLC/VA: 8,092 shares

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

  2. period ended2026-03-31
    13F 18,314 shares
    Change vs previous 13F +1,708 shares

    0.95% of the 13F portfolio, value $12,975,029.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 9,764 shares
    • Concord Asset Management, LLC/VA: 8,550 shares

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

  3. period ended2025-12-31
    13F 16,606 shares
    Change vs previous 13F -244 shares

    0.71% of the 13F portfolio, value $9,513,020.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 9,092 shares
    • Concord Asset Management, LLC/VA: 7,514 shares

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

  4. period ended2025-09-30
    13F 16,850 shares
    Change vs previous 13F -2,502 shares

    0.63% of the 13F portfolio, value $8,040,134.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 9,180 shares
    • Concord Asset Management, LLC/VA: 7,670 shares

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

  5. period ended2025-06-30
    13F 19,352 shares
    Change vs previous 13F +151 shares

    0.56% of the 13F portfolio, value $7,512,958.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 9,676 shares
    • Concord Asset Management, LLC/VA: 9,676 shares

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

  6. period ended2025-03-31
    13F 19,201 shares
    Change vs previous 13F +3,876 shares

    0.57% of the 13F portfolio, value $6,026,673.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 10,209 shares
    • Concord Asset Management, LLC/VA: 8,992 shares

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

  7. period ended2024-12-31
    13F 15,325 shares
    Change vs previous 13F -328 shares

    0.52% of the 13F portfolio, value $5,559,188.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 9,236 shares
    • Concord Asset Management, LLC/VA: 6,089 shares

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

  8. period ended2024-09-30
    13F 15,653 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $6,122,084.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 9,294 shares
    • Concord Asset Management, LLC/VA: 6,359 shares

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