Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
CATC holding history
Cambridge Bancorp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CATC overviewAll 13F holders of CATCFull Q2 2026 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −7,198−100.0% | Sold out | Holders |
| Q2 2024 | 7,198 | $496.7K | <0.1% | +316+4.6% | Added | Holders |
| Q1 2024 | 6,882 | $469.1K | <0.1% | +263+4.0% | Added | Holders |
| Q4 2023 | 6,619 | $459.4K | <0.1% | +3,014+83.6% | Added | Holders |
| Q3 2023 | 3,605 | $224.6K | <0.1% | +3,605 | New | Holders |