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Disclosery

Freestone Capital Holdings, LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Freestone Capital Holdings, LLC on CAT, newest first. How the timeline and the estimate are built.

Freestone Capital Holdings, LLC held 30,915 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,915 shares
    Change vs previous 13F +1,174 shares

    0.86% of the 13F portfolio, value $32,922,012.

    13F-HR 0001172661-26-002975 filed by Freestone Capital Holdings, LLC
    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 29,741 shares
    Change vs previous 13F -111 shares

    0.64% of the 13F portfolio, value $21,070,030.

    13F-HR 0001172661-26-001772 filed by Freestone Capital Holdings, LLC
    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 29,852 shares
    Change vs previous 13F -689 shares

    0.51% of the 13F portfolio, value $17,101,125.

    13F-HR 0001172661-26-000297 filed by Freestone Capital Holdings, LLC
    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 30,541 shares
    Change vs previous 13F +257 shares

    0.45% of the 13F portfolio, value $14,572,443.

    13F-HR 0001172661-25-004725 filed by Freestone Capital Holdings, LLC
    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 30,284 shares
    Change vs previous 13F +654 shares

    0.4% of the 13F portfolio, value $11,756,724.

    13F-HR 0001172661-25-002886 filed by Freestone Capital Holdings, LLC
    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 29,630 shares
    Change vs previous 13F +527 shares

    0.37% of the 13F portfolio, value $9,772,105.

    13F-HR 0001172661-25-001788 filed by Freestone Capital Holdings, LLC
    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 29,103 shares
    Change vs previous 13F -193 shares

    0.37% of the 13F portfolio, value $10,557,531.

    13F-HR 0001172661-25-000557 filed by Freestone Capital Holdings, LLC
    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 29,296 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $11,458,372.

    13F-HR 0001172661-24-004850 filed by Freestone Capital Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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