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Disclosery

Evelyn Partners Group Ltd: CAT position timeline

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

Evelyn Partners Group Ltd held 4,109 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,109 shares
    Change vs previous 13F -152 shares

    0.01% of the 13F portfolio, value $4,375,676.

    13F-HR 0001420506-26-001454 filed by Evelyn Partners Group Ltd
    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 4,261 shares
    Change vs previous 13F -143 shares

    0.06% of the 13F portfolio, value $3,018,748.

    13F-HR 0001420506-26-001051 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 63 shares
    • Evelyn Partners Investment Management LLP: 4,179 shares
    • Evelyn Partners Asset Management Ltd: 19 shares

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

  3. period ended2025-12-31
    13F 4,404 shares
    Change vs previous 13F -249 shares

    0.05% of the 13F portfolio, value $2,522,920.

    13F-HR 0001420506-26-000370 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 63 shares
    • Evelyn Partners Investment Management LLP: 4,322 shares
    • Evelyn Partners Asset Management Ltd: 19 shares

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

  4. period ended2025-09-30
    13F 4,653 shares
    Change vs previous 13F +54 shares

    0.05% of the 13F portfolio, value $2,220,179.

    13F-HR 0001420506-25-003426 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 63 shares
    • Evelyn Partners Investment Management LLP: 4,571 shares
    • Evelyn Partners Asset Management Ltd: 19 shares

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

  5. period ended2025-06-30
    13F/A 4,599 shares
    Change vs previous 13F -586 shares

    0.04% of the 13F portfolio, value $1,785,378.

    13F-HR/A 0001420506-25-003504 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 63 shares
    • Evelyn Partners Investment Management LLP: 4,517 shares
    • Evelyn Partners Asset Management Ltd: 19 shares

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

  6. period ended2025-03-31
    13F/A 5,185 shares
    Change vs previous 13F -90 shares

    0.04% of the 13F portfolio, value $1,710,012.

    13F-HR/A 0001420506-25-003530 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 213 shares
    • Evelyn Partners Investment Management LLP: 4,953 shares
    • Evelyn Partners Asset Management Ltd: 19 shares

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

  7. period ended2024-12-31
    13F 5,275 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,913,559.

    13F-HR 0001420506-25-003538 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 213 shares
    • Evelyn Partners Investment Management LLP: 5,043 shares
    • Evelyn Partners Asset Management Ltd: 19 shares

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