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Disclosery

Bollard Group LLC: CAT position timeline

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

Bollard Group LLC held 234,170 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 234,170 shares
    Change vs previous 13F +5,118 shares

    7.59% of the 13F portfolio, value $249,368,000.

    13F-HR 0000929638-26-003007 filed by Bollard Group 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 229,052 shares
    Change vs previous 13F +28,562 shares

    4.96% of the 13F portfolio, value $162,274,000.

    13F-HR 0000929638-26-001858 filed by Bollard Group 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 200,490 shares
    Change vs previous 13F -26,272 shares

    3.02% of the 13F portfolio, value $114,855,000.

    13F-HR 0000929638-26-000624 filed by Bollard Group 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 226,762 shares
    Change vs previous 13F +11,408 shares

    2.68% of the 13F portfolio, value $108,199,000.

    13F-HR 0000929638-25-004264 filed by Bollard Group 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 215,354 shares
    Change vs previous 13F +20,634 shares

    1.91% of the 13F portfolio, value $83,602,000.

    13F-HR 0000929638-25-003004 filed by Bollard Group 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 194,720 shares
    Change vs previous 13F +316 shares

    1.69% of the 13F portfolio, value $64,219,000.

    13F-HR 0000929638-25-001883 filed by Bollard Group 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 194,404 shares
    Change vs previous 13F -20,247 shares

    1.95% of the 13F portfolio, value $70,522,000.

    13F-HR 0000929638-25-000729 filed by Bollard Group 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 214,651 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $83,954,000.

    13F-HR 0000929638-24-003845 filed by Bollard Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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