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Disclosery

Caprock Group, LLC: CAT position timeline

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

Caprock Group, LLC held 18,206 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,206 shares
    Change vs previous 13F -747 shares

    0.37% of the 13F portfolio, value $19,387,791.

    13F-HR 0001610769-26-000003 filed by Caprock 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 18,953 shares
    Change vs previous 13F +364 shares

    0.33% of the 13F portfolio, value $13,427,581.

    13F-HR 0001610769-26-000002 filed by Caprock 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 18,589 shares
    Change vs previous 13F -49 shares

    0.22% of the 13F portfolio, value $10,649,564.

    13F-HR 0001610769-26-000001 filed by Caprock 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 18,638 shares
    Change vs previous 13F +2,221 shares

    0.19% of the 13F portfolio, value $7,810,450.

    13F-HR 0001610769-25-000003 filed by Caprock 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 ended2025-03-31
    13F 16,417 shares
    Change vs previous 13F +1,503 shares

    0.17% of the 13F portfolio, value $5,414,645.

    13F-HR 0001085146-25-003265 filed by Caprock 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 ended2024-12-31
    13F 14,914 shares
    Change vs previous 13F +1,977 shares

    0.18% of the 13F portfolio, value $5,410,540.

    13F-HR 0001085146-25-000441 filed by Caprock 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 ended2024-09-30
    13F 12,937 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,060,273.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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