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Creekmur Asset Management LLC: CAT position timeline

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

Creekmur Asset Management LLC held 27,509 CAT shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 27,509 shares
    Change vs previous 13F +4,529 shares

    2.18% of the 13F portfolio, value $13,125,772.

    13F-HR 0002013091-25-000008 filed by Creekmur Asset 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 ended2025-06-30
    13F 22,980 shares
    Change vs previous 13F +3,722 shares

    1.58% of the 13F portfolio, value $8,920,956.

    13F-HR 0002013091-25-000004 filed by Creekmur Asset 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 ended2025-03-31
    13F 19,258 shares
    Change vs previous 13F -914 shares

    1.33% of the 13F portfolio, value $6,351,387.

    13F-HR 0002013091-25-000002 filed by Creekmur Asset 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 ended2024-12-31
    13F 20,172 shares
    Change vs previous 13F +62 shares

    1.68% of the 13F portfolio, value $7,317,458.

    13F-HR 0002013091-25-000001 filed by Creekmur Asset 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 ended2024-09-30
    13F 20,110 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $7,865,326.

    13F-HR 0002013091-24-000006 filed by Creekmur Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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