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Disclosery

Quilter Plc: CAT position timeline

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

Quilter Plc held 32,701 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,701 shares
    Change vs previous 13F -1,381 shares

    0.52% of the 13F portfolio, value $34,823,295.

    13F-HR 0001770632-26-000003 filed by Quilter Plc
    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 34,082 shares
    Change vs previous 13F -4,276 shares

    0.42% of the 13F portfolio, value $24,145,734.

    13F-HR 0001770632-26-000002 filed by Quilter Plc
    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 38,358 shares
    Change vs previous 13F -327 shares

    0.37% of the 13F portfolio, value $21,974,147.

    13F-HR 0001770632-26-000001 filed by Quilter Plc
    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 38,685 shares
    Change vs previous 13F -468 shares

    0.32% of the 13F portfolio, value $18,458,548.

    13F-HR 0001770632-25-000017 filed by Quilter Plc
    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 39,153 shares
    Change vs previous 13F -1,016 shares

    0.28% of the 13F portfolio, value $15,199,586.

    13F-HR 0001770632-25-000011 filed by Quilter Plc
    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 40,169 shares
    Change vs previous 13F -160 shares

    0.28% of the 13F portfolio, value $13,247,736.

    13F-HR 0001770632-25-000006 filed by Quilter Plc
    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 40,329 shares
    Change vs previous 13F -1,363 shares

    0.29% of the 13F portfolio, value $14,629,748.

    13F-HR 0001770632-25-000001 filed by Quilter Plc
    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 41,692 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $16,306,575.

    13F-HR 0001770632-24-000017 filed by Quilter Plc
    Filed (acceptance time not in the bulk data set), ingested

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