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Disclosery

Phoenix Financial Ltd.: CAT position timeline

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

Phoenix Financial Ltd. held 7,433 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 7,433 shares
    Change vs previous 13F -383 shares

    0.05% of the 13F portfolio, value $7,914,765.

    13F-HR 0001178913-26-004030 filed by Phoenix Financial Ltd.
    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 7,816 shares
    Change vs previous 13F +640 shares

    0.05% of the 13F portfolio, value $5,536,635.

    13F-HR 0001178913-26-002511 filed by Phoenix Financial Ltd.
    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 7,176 shares
    Change vs previous 13F -872 shares

    0.02% of the 13F portfolio, value $1,972,711.

    13F-HR 0001178913-26-000305 filed by Phoenix Financial Ltd.
    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/A 8,048 shares
    Change vs previous 13F +9 shares

    0.02% of the 13F portfolio, value $1,979,502.

    13F-HR/A 0001178913-25-003791 filed by Phoenix Financial Ltd.
    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 8,039 shares
    Change vs previous 13F +2,671 shares

    0.04% of the 13F portfolio, value $3,058,249.

    13F-HR 0001178913-25-002533 filed by Phoenix Financial Ltd.
    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 5,368 shares
    Change vs previous 13F +2,667 shares

    0.03% of the 13F portfolio, value $1,775,760.

    13F-HR 0001178913-25-001625 filed by Phoenix Financial Ltd.
    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 2,701 shares
    Change vs previous 13F +596 shares

    0.01% of the 13F portfolio, value $979,766.

    13F-HR 0001178913-25-000450 filed by Phoenix Financial Ltd.
    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 2,105 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $824,083.

    13F-HR 0001178913-24-003477 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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