Skip to content
Disclosery

FIRST FOUNDATION ADVISORS: CAT position timeline

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

FIRST FOUNDATION ADVISORS held 4,478 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 4,478 shares
    Change vs previous 13F +374 shares

    0.17% of the 13F portfolio, value $4,769,092.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION ADVISORS
    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 4,104 shares
    Change vs previous 13F +496 shares

    0.12% of the 13F portfolio, value $2,907,448.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION ADVISORS
    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 3,608 shares
    Change vs previous 13F +113 shares

    0.08% of the 13F portfolio, value $2,067,112.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION ADVISORS
    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 3,495 shares
    Change vs previous 13F +22 shares

    0.06% of the 13F portfolio, value $1,667,640.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION ADVISORS
    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 3,473 shares
    Change vs previous 13F +1,206 shares

    0.05% of the 13F portfolio, value $1,348,360.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION ADVISORS
    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 2,267 shares
    Change vs previous 13F -232 shares

    0.03% of the 13F portfolio, value $747,657.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION ADVISORS
    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 2,499 shares
    Change vs previous 13F -485 shares

    0.03% of the 13F portfolio, value $906,537.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION ADVISORS
    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 2,984 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,167,102.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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