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Disclosery

Broadleaf Partners, LLC: CAT position timeline

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

Broadleaf Partners, LLC held 670 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 670 shares
    Change vs previous 13F -70 shares

    0.14% of the 13F portfolio, value $713,483.

    13F-HR 0001193125-26-347796 filed by Broadleaf Partners, 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 740 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $524,260.

    13F-HR 0001193125-26-223013 filed by Broadleaf Partners, 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 740 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $423,924.

    13F-HR 0001193125-26-049981 filed by Broadleaf Partners, 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 740 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $353,091.

    13F-HR 0001193125-25-280140 filed by Broadleaf Partners, 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 740 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $287,275.

    13F-HR 0000950123-25-008072 filed by Broadleaf Partners, 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 740 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $244,052.

    13F-HR 0000950123-25-005173 filed by Broadleaf Partners, 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 740 shares
    Change vs previous 13F -20 shares

    0.06% of the 13F portfolio, value $268,442.

    13F-HR 0000950123-25-001974 filed by Broadleaf Partners, 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 760 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $297,251.

    13F-HR 0000950123-24-010949 filed by Broadleaf Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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