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Disclosery

CHOREO, LLC: CAT position timeline

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

CHOREO, LLC held 24,406 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,406 shares
    Change vs previous 13F +486 shares

    0.29% of the 13F portfolio, value $25,989,375.

    13F-HR 0001214659-26-009507 filed by CHOREO, 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 23,920 shares
    Change vs previous 13F -596 shares

    0.21% of the 13F portfolio, value $16,945,552.

    13F-HR 0001214659-26-006019 filed by CHOREO, 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 24,516 shares
    Change vs previous 13F -119 shares

    0.18% of the 13F portfolio, value $14,155,175.

    13F-HR 0001214659-26-000775 filed by CHOREO, 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 24,635 shares
    Change vs previous 13F +265 shares

    0.15% of the 13F portfolio, value $11,754,472.

    13F-HR 0001214659-25-016169 filed by CHOREO, 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 24,370 shares
    Change vs previous 13F -1,271 shares

    0.13% of the 13F portfolio, value $9,460,510.

    13F-HR 0001214659-25-011879 filed by CHOREO, 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 25,641 shares
    Change vs previous 13F -1,523 shares

    0.13% of the 13F portfolio, value $8,456,384.

    13F-HR 0001214659-25-006995 filed by CHOREO, 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 27,164 shares
    Change vs previous 13F -252 shares

    0.14% of the 13F portfolio, value $9,856,862.

    13F-HR 0001214659-25-001353 filed by CHOREO, 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 27,416 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $10,757,909.

    13F-HR 0001214659-24-018521 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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