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Disclosery

FIRST TRUST ADVISORS LP: CAT position timeline

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

FIRST TRUST ADVISORS LP held 154,020 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,020 shares
    Change vs previous 13F +951 shares

    0.1% of the 13F portfolio, value $164,015,008.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 153,069 shares
    Change vs previous 13F -103,684 shares

    0.08% of the 13F portfolio, value $108,443,321.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 256,753 shares
    Change vs previous 13F -77,742 shares

    0.11% of the 13F portfolio, value $147,085,955.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 334,495 shares
    Change vs previous 13F +54,048 shares

    0.12% of the 13F portfolio, value $159,604,251.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 280,447 shares
    Change vs previous 13F -15,682 shares

    0.09% of the 13F portfolio, value $108,872,561.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 296,129 shares
    Change vs previous 13F +3,192 shares

    0.09% of the 13F portfolio, value $97,663,356.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 292,937 shares
    Change vs previous 13F +14,233 shares

    0.09% of the 13F portfolio, value $106,265,576.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 278,704 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $109,006,700.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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