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Disclosery

Boltwood Capital Management: CAT position timeline

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

Boltwood Capital Management held 7,190 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,190 shares
    Change vs previous 13F -169 shares

    1.32% of the 13F portfolio, value $5,829,580.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,359 shares
    Change vs previous 13F -212 shares

    1.8% of the 13F portfolio, value $7,836,599.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,571 shares
    Change vs previous 13F -275 shares

    1.37% of the 13F portfolio, value $5,363,751.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,846 shares
    Change vs previous 13F -115 shares

    1.17% of the 13F portfolio, value $4,494,738.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,961 shares
    Change vs previous 13F -250 shares

    1.01% of the 13F portfolio, value $3,798,591.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,211 shares
    Change vs previous 13F +16 shares

    0.91% of the 13F portfolio, value $3,187,592.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,195 shares
    Change vs previous 13F -40 shares

    0.82% of the 13F portfolio, value $2,702,711.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,235 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,987,329.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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