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FIRST TRUST ADVISORS LP: CATY position timeline

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

FIRST TRUST ADVISORS LP held 137,126 CATY 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 137,126 shares
    Change vs previous 13F +9,983 shares

    <0.01% of the 13F portfolio, value $8,500,440.

    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 127,143 shares
    Change vs previous 13F +16,003 shares

    <0.01% of the 13F portfolio, value $6,339,349.

    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 111,140 shares
    Change vs previous 13F -7,212 shares

    <0.01% of the 13F portfolio, value $5,378,063.

    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 118,352 shares
    Change vs previous 13F -392,334 shares

    <0.01% of the 13F portfolio, value $5,682,077.

    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 510,686 shares
    Change vs previous 13F -522,608 shares

    0.02% of the 13F portfolio, value $23,251,533.

    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 1,033,294 shares
    Change vs previous 13F +799,366 shares

    0.04% of the 13F portfolio, value $44,462,640.

    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 233,928 shares
    Change vs previous 13F -24,521 shares

    0.01% of the 13F portfolio, value $11,137,312.

    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 258,449 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,100,384.

    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).