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Disclosery

Bard Financial Services, Inc.: CAT position timeline

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

Bard Financial Services, Inc. held 3,015 CAT shares at 2025-09-30 per its 13F-HR filed 2025-10-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,015 shares
    Change vs previous 13F -75 shares

    0.16% of the 13F portfolio, value $1,438,607.

    13F-HR 0001850858-25-000006 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 3,090 shares
    Change vs previous 13F +1,825 shares

    0.14% of the 13F portfolio, value $1,199,569.

    13F-HR 0001850858-25-000004 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 1,265 shares
    Change vs previous 13F -95 shares

    0.05% of the 13F portfolio, value $417,197.

    13F-HR 0001850858-25-000003 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,360 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $493,354.

    13F-HR 0001850858-25-000001 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F/A 1,360 shares
    Change vs previous 13F -250 shares

    0.06% of the 13F portfolio, value $531,923.

    13F-HR/A 0001850858-24-000006 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 1,610 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $536,291.

    13F-HR 0001850858-24-000003 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 1,610 shares
    Change vs previous 13F -250 shares

    0.06% of the 13F portfolio, value $589,952.

    13F-HR 0001850858-24-000002 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 1,860 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $549,946.

    13F-HR 0001850858-24-000001 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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