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Disclosery

CORDA Investment Management, LLC.: CAT position timeline

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

CORDA Investment Management, LLC. held 4,060 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,060 shares
    Change vs previous 13F +303 shares

    0.27% of the 13F portfolio, value $4,323,441.

    13F-HR 0001545812-26-000005 filed by CORDA Investment Management, 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 3,757 shares
    Change vs previous 13F -17 shares

    0.18% of the 13F portfolio, value $2,661,613.

    13F-HR 0001545812-26-000003 filed by CORDA Investment Management, 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 3,774 shares
    Change vs previous 13F +157 shares

    0.16% of the 13F portfolio, value $2,161,921.

    13F-HR 0001545812-26-000002 filed by CORDA Investment Management, 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 3,617 shares
    Change vs previous 13F +102 shares

    0.12% of the 13F portfolio, value $1,726,068.

    13F-HR 0001545812-25-000007 filed by CORDA Investment Management, 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 3,515 shares
    Change vs previous 13F +324 shares

    0.1% of the 13F portfolio, value $1,364,694.

    13F-HR 0001545812-25-000006 filed by CORDA Investment Management, 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 3,191 shares
    Change vs previous 13F -108 shares

    0.08% of the 13F portfolio, value $1,052,470.

    13F-HR 0001545812-25-000004 filed by CORDA Investment Management, 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 3,299 shares
    Change vs previous 13F -14 shares

    0.1% of the 13F portfolio, value $1,196,784.

    13F-HR 0001545812-25-000002 filed by CORDA Investment Management, 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 3,313 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,295,854.

    13F-HR 0001545812-24-000004 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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