ENVESTNET ASSET MANAGEMENT INC: CAT position timeline

ENVESTNET ASSET MANAGEMENT INC held 379,832 CAT shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 379,832 shares

   Change vs previous 13F -52,950 shares

   0.09% of the 13F portfolio, value $404,478,373.

   13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
   Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 370,141 shares
   • Envestnet Portfolio Solutions, Inc.: 9,691 shares
2. period ended2026-03-31

   13F 432,782 shares

   Change vs previous 13F -11,131 shares

   0.08% of the 13F portfolio, value $306,608,408.

   13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 423,577 shares
   • Envestnet Portfolio Solutions, Inc.: 9,205 shares

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

3. period ended2025-12-31

   13F 443,913 shares

   Change vs previous 13F -41,300 shares

   0.07% of the 13F portfolio, value $254,296,416.

   13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 432,262 shares
   • Envestnet Portfolio Solutions, Inc.: 11,651 shares

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

4. period ended2025-09-30

   13F 485,213 shares

   Change vs previous 13F -759 shares

   0.06% of the 13F portfolio, value $231,519,131.

   13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 476,207 shares
   • Envestnet Portfolio Solutions, Inc.: 9,006 shares

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

5. period ended2025-06-30

   13F 485,972 shares

   Change vs previous 13F +10,778 shares

   0.05% of the 13F portfolio, value $188,657,506.

   13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 476,877 shares
   • Envestnet Portfolio Solutions, Inc.: 9,095 shares

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

6. period ended2025-03-31

   13F 475,194 shares

   Change vs previous 13F -24,758 shares

   0.05% of the 13F portfolio, value $156,718,880.

   13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 463,208 shares
   • Envestnet Portfolio Solutions, Inc.: 11,986 shares

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

7. period ended2024-12-31

   13F 499,952 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $181,362,530.

   13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 485,233 shares
   • Envestnet Portfolio Solutions, Inc.: 14,719 shares

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