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Disclosery

Atwater Malick LLC: CAT position timeline

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

Atwater Malick LLC held 37,866 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,866 shares
    Change vs previous 13F -155 shares

    8.78% of the 13F portfolio, value $40,323,098.

    13F-HR 0001214659-26-008924 filed by Atwater Malick LLC
    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 38,021 shares
    Change vs previous 13F -1,645 shares

    7.28% of the 13F portfolio, value $26,936,088.

    13F-HR 0001214659-26-004948 filed by Atwater Malick LLC
    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 39,666 shares
    Change vs previous 13F -1,889 shares

    6.27% of the 13F portfolio, value $22,723,243.

    13F-HR 0001214659-26-000788 filed by Atwater Malick LLC
    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 41,555 shares
    Change vs previous 13F -1,285 shares

    5.76% of the 13F portfolio, value $19,827,786.

    13F-HR 0001214659-25-015226 filed by Atwater Malick LLC
    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 42,840 shares
    Change vs previous 13F +100 shares

    5.27% of the 13F portfolio, value $16,630,815.

    13F-HR 0001214659-25-010677 filed by Atwater Malick LLC
    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 42,740 shares
    Change vs previous 13F +514 shares

    4.77% of the 13F portfolio, value $14,095,734.

    13F-HR 0001214659-25-005744 filed by Atwater Malick LLC
    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 42,226 shares
    Change vs previous 13F -715 shares

    5.13% of the 13F portfolio, value $15,317,843.

    13F-HR 0001214659-25-000610 filed by Atwater Malick LLC
    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 42,941 shares
    Change vs previous 13F not available

    5.41% of the 13F portfolio, value $16,795,260.

    13F-HR 0001214659-24-017412 filed by Atwater Malick LLC
    Filed (acceptance time not in the bulk data set), ingested

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