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NICOLET BANKSHARES INC: CAT position timeline

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

NICOLET BANKSHARES INC held 16,554 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 16,554 shares
    Change vs previous 13F -84 shares

    0.54% of the 13F portfolio, value $17,102,019.

    13F-HR 0001174850-26-000167 filed by NICOLET BANKSHARES INC
    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 16,638 shares
    Change vs previous 13F +6,577 shares

    0.44% of the 13F portfolio, value $11,908,434.

    13F-HR 0001174850-26-000116 filed by NICOLET BANKSHARES INC
    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 10,061 shares
    Change vs previous 13F +804 shares

    0.29% of the 13F portfolio, value $6,087,707.

    13F-HR 0001775863-26-000003 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 4,370 shares
    • NICOLET ADVISORY SERVICES, LLC: 5,691 shares

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

  4. period ended2025-09-30
    13F 9,257 shares
    Change vs previous 13F +921 shares

    0.23% of the 13F portfolio, value $4,464,084.

    13F-HR 0001775863-25-000013 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 4,320 shares
    • NICOLET ADVISORY SERVICES, LLC: 4,937 shares

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

  5. period ended2025-06-30
    13F 8,336 shares
    Change vs previous 13F +952 shares

    0.2% of the 13F portfolio, value $3,434,338.

    13F-HR 0001775863-25-000008 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 3,444 shares
    • NICOLET ADVISORY SERVICES, LLC: 4,892 shares

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

  6. period ended2025-03-31
    13F 7,384 shares
    Change vs previous 13F +233 shares

    0.15% of the 13F portfolio, value $2,277,329.

    13F-HR 0001775863-25-000004 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 3,498 shares
    • NICOLET ADVISORY SERVICES, LLC: 3,886 shares

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

  7. period ended2024-12-31
    13F 7,151 shares
    Change vs previous 13F -25 shares

    0.17% of the 13F portfolio, value $2,548,730.

    13F-HR 0001775863-25-000002 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 3,284 shares
    • NICOLET ADVISORY SERVICES, LLC: 3,867 shares

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

  8. period ended2024-09-30
    13F 7,176 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,806,472.

    13F-HR 0001775863-24-000013 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 3,284 shares
    • NICOLET ADVISORY SERVICES, LLC: 3,892 shares

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