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Disclosery

CAPITAL & PLANNING, LLC: CAT position timeline

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

CAPITAL & PLANNING, LLC held 6,983 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 6,983 shares
    Change vs previous 13F +36 shares

    3.84% of the 13F portfolio, value $7,435,862.

    13F-HR 0001420506-26-002238 filed by CAPITAL & PLANNING, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 6,947 shares
    Change vs previous 13F +6,947 shares

    2.99% of the 13F portfolio, value $4,921,921.

    13F-HR 0001986152-26-000089 filed by CAPITAL & PLANNING, 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 0 shares
    Change vs previous 13F -7,037 shares

    13F-HR 0001420506-26-000360 filed by CAPITAL & PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 7,037 shares
    Change vs previous 13F -8 shares

    2.07% of the 13F portfolio, value $3,357,600.

    13F-HR 0001420506-25-002971 filed by CAPITAL & PLANNING, 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 7,045 shares
    Change vs previous 13F -74 shares

    1.86% of the 13F portfolio, value $2,734,999.

    13F-HR 0001420506-25-002155 filed by CAPITAL & PLANNING, 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 7,119 shares
    Change vs previous 13F +395 shares

    1.74% of the 13F portfolio, value $2,347,701.

    13F-HR 0001420506-25-001307 filed by CAPITAL & PLANNING, 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 6,724 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $2,439,536.

    13F-HR 0001986152-25-000011 filed by CAPITAL & PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

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