CATHY PARETO & ASSOCIATES, INC BRK/B — BERKSHIRE HATHAWAY INC DEL

Ownership history in CATHY PARETO & ASSOCIATES, INC  ·  6 quarters on record

AI Ownership Summary

CATHY PARETO & ASSOCIATES, INC reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 3.47% in 2025 Q1. The latest visible filing shows BRK/B at 2.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BRK/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CATHY PARETO & ASSOCIATES, INC's position in BERKSHIRE HATHAWAY INC DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BRK/B was reported at 2.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.47% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BRK/B stock page CATHY PARETO & ASSOCIATES, INC fund profile CATHY PARETO & ASSOCIATES, INC full holdings
How CATHY PARETO & ASSOCIATES, INC held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 7,731 -175 -2.2% 2.49% $3.7M 2026-04-14 $477.54
2025 Q4 ADDED — — — 7,906 +131 +1.7% 2.76% $4.0M 2026-01-23 $478.97
2025 Q3 REDUCED — — — 7,775 -128 -1.6% 2.95% $3.9M 2025-10-23 $490.16
2025 Q2 ADDED — — — 7,903 +541 +7.3% 3.17% $3.8M 2025-07-14 $476.31
2025 Q1 REDUCED — — — 7,362 -25 -0.3% 3.47% $3.9M 2025-04-10 $515.81
2024 Q4 INITIATED — — — 7,387 — — 3.08% $3.3M 2025-01-22 $460.51

🏢 Other funds also holding BRK/B

As of 2026 Q2 — sorted by position size

Pangea Capital Gestao de Recursos Ltda. 81.45% Asset Management Advisors, LLC 3Y 7Y 31.06% Diesslin Group, Inc. 13.19% Valor Advisors LLC 10.12% First Nebraska Trust Co 3.58% Box Hill Private Wealth LLC 1.81% Adelphi Trust Co 1.34% MassMutual Private Wealth & Trust, FSB 3Y 7Y 1.24% Hilltop National Bank 1.22% Trust Co of the South 0.92%

FAQ About CATHY PARETO & ASSOCIATES, INC and BRK/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has CATHY PARETO & ASSOCIATES, INC reported owning BRK/B?

CATHY PARETO & ASSOCIATES, INC reported BRK/B across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BRK/B position in CATHY PARETO & ASSOCIATES, INC's portfolio?

The largest reported portfolio weight for BRK/B was 3.47% in 2025 Q1.

What is the latest reported BRK/B position on this page?

The most recent filing on this page is 2026 Q1, when CATHY PARETO & ASSOCIATES, INC reported 7,731 shares, equal to 2.49% of portfolio, with an estimated market value of $3.7M.

What does the chart on this BRK/B ownership page compare?

The chart compares CATHY PARETO & ASSOCIATES, INC's quarterly BRK/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CATHY PARETO & ASSOCIATES, INC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, CATHY PARETO & ASSOCIATES, INC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on BRK/B relative to SPY over the holding period was -8.9%.

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