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BROWN, LISLE/CUMMINGS, INC.: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BROWN, LISLE/CUMMINGS, INC. on CAT, newest first. How the timeline and the estimate are built.

BROWN, LISLE/CUMMINGS, INC. held 2,541 CAT shares at 2026-06-30 per its 13F-HR filed 2026-09-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,541 shares
    Change vs previous 13F -46 shares

    0.61% of the 13F portfolio, value $2,705,911.

    13F-HR 0000014745-26-000006 filed by BROWN, LISLE/CUMMINGS, INC.
    Accepted , ingested

  2. period ended2026-03-31
    13F 2,587 shares
    Change vs previous 13F -46 shares

    0.46% of the 13F portfolio, value $1,832,786.

    13F-HR 0000014745-26-000003 filed by BROWN, LISLE/CUMMINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,633 shares
    Change vs previous 13F +60 shares

    0.37% of the 13F portfolio, value $1,508,367.

    13F-HR 0000014745-26-000001 filed by BROWN, LISLE/CUMMINGS, INC.
    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 2,573 shares
    Change vs previous 13F -45 shares

    0.32% of the 13F portfolio, value $1,227,707.

    13F-HR 0000014745-25-000008 filed by BROWN, LISLE/CUMMINGS, INC.
    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 2,618 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,016,334.

    13F-HR 0000014745-25-000006 filed by BROWN, LISLE/CUMMINGS, INC.
    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 2,618 shares
    Change vs previous 13F +3 shares

    0.25% of the 13F portfolio, value $863,416.

    13F-HR 0000014745-25-000005 filed by BROWN, LISLE/CUMMINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,615 shares
    Change vs previous 13F +125 shares

    0.28% of the 13F portfolio, value $948,617.

    13F-HR 0000014745-25-000001 filed by BROWN, LISLE/CUMMINGS, INC.
    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 2,490 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $973,889.

    13F-HR 0000014745-24-000014 filed by BROWN, LISLE/CUMMINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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