Uptrend on the daily chart: above its 50- and 200-day averages · 50-day above the 200-day · SuperTrend up since Oct 5 · above the Ichimoku cloud · RSI 60 · MACD above its signal · at its 52-week high
None of the 29 investors followed here reported a position in CATH in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a CATH trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.2 | -0.9 | -5.2 | 10.6 | 4.3 | -1.8 | 0.4 | 3.0 | -0.9 | 2.2 | +12.7% | ||
| 2025 | 2.5 | -1.3 | -5.7 | -0.4 | 7.1 | 4.7 | 2.0 | 1.9 | 3.3 | 2.2 | -0.2 | -0.6 | +16.1% |
| 2024 | 1.3 | 4.9 | 3.3 | -4.4 | 4.7 | 2.7 | 1.2 | 2.4 | 2.4 | -1.0 | 6.7 | -3.4 | +22.2% |
| 2023 | 6.7 | -2.3 | 3.5 | 1.6 | 0.3 | 6.4 | 3.3 | -2.4 | -4.8 | -2.7 | 9.3 | 4.2 | +24.7% |
| 2022 | -5.7 | -3.0 | 3.5 | -9.1 | -0.1 | -9.4 | 9.5 | -3.9 | -9.7 | 8.2 | 5.4 | -6.5 | −21.0% |
| 2021 | -1.3 | 3.6 | 4.8 | 5.2 | 0.7 | 1.8 | 2.4 | 3.0 | -4.2 | 6.2 | -1.0 | 3.9 | +27.5% |
| 2020 | -0.2 | -8.2 | -11.7 | 12.4 | 5.3 | 1.1 | 5.6 | 7.3 | -3.8 | -3.6 | 12.2 | 2.8 | +17.2% |
| 2019 | 8.6 | 3.3 | 2.1 | 3.9 | -6.5 | 6.0 | 2.2 | -2.1 | 1.7 | 1.9 | 4.0 | 2.0 | +29.7% |
| 2018 | 5.6 | -3.7 | -2.2 | -0.1 | 2.3 | 0.5 | 3.8 | 3.0 | 0.8 | -6.5 | 1.3 | -11.3 | −7.7% |
| 2017 | 2.2 | 3.6 | 0.3 | 0.8 | 1.8 | 0.8 | 1.8 | 0.1 | 2.5 | 2.4 | 3.1 | 0.1 | +21.3% |
| 2016 | 1.7 | -0.3 | 4.1 | 0.0 | 0.3 | -1.6 | 4.2 | 0.7 | +9.4% |
The fund invests at least 80% of its total assets in the securities of the underlying index. The underlying index is based on the S&P 500® Index, and generally comprises approximately 500 or less U.S. listed common stocks. From this starting universe, constituents are screened to exclude companies involved in activities which are perceived to be inconsistent with Catholic values as outlined in the Socially Responsible Investment Guidelines of the United States Conference of Catholic Bishops.
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