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Disclosery

Focus Partners Wealth: CAT position timeline

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

Focus Partners Wealth held 306,046 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 306,046 shares
    Change vs previous 13F -46,545 shares

    0.3% of the 13F portfolio, value $325,816,286.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 285,159 shares
    • Focus Partners Advisor Solutions, LLC: 20,887 shares

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

  2. period ended2026-03-31
    13F 352,591 shares
    Change vs previous 13F -54,726 shares

    0.25% of the 13F portfolio, value $250,063,244.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 338,031 shares
    • Focus Partners Advisor Solutions, LLC: 14,560 shares

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

  3. period ended2025-12-31
    13F 407,317 shares
    Change vs previous 13F +73,609 shares

    0.24% of the 13F portfolio, value $233,320,662.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 395,641 shares
    • Focus Partners Advisor Solutions, LLC: 11,676 shares

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

  4. period ended2025-09-30
    13F 333,708 shares
    Change vs previous 13F +14,216 shares

    0.23% of the 13F portfolio, value $159,392,515.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 317,899 shares
    • Focus Partners Advisor Solutions, LLC: 15,809 shares

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

  5. period ended2025-06-30
    13F 319,492 shares
    Change vs previous 13F +15,444 shares

    0.23% of the 13F portfolio, value $124,029,037.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 309,834 shares
    • Focus Partners Advisor Solutions, LLC: 9,658 shares

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

  6. period ended2025-03-31
    13F/A 304,048 shares
    Change vs previous 13F +22,167 shares

    0.22% of the 13F portfolio, value $100,276,005.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 291,012 shares
    • Focus Partners Advisor Solutions, LLC: 13,036 shares

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

  7. period ended2024-12-31
    13F/A 281,881 shares
    Change vs previous 13F +32,975 shares

    0.23% of the 13F portfolio, value $102,256,204.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 270,258 shares
    • Focus Partners Advisor Solutions, LLC: 11,623 shares

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

  8. period ended2024-09-30
    13F 248,906 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $97,336,668.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 240,827 shares
    • Focus Partners Advisor Solutions, LLC: 8,079 shares

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