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Disclosery

CVFG LLC: CAT position timeline

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

CVFG LLC held 13,060 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,060 shares
    Change vs previous 13F -933 shares

    1.46% of the 13F portfolio, value $13,907,267.

    13F-HR 0001951757-26-001220 filed by CVFG 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 13,993 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $9,913,491.

    13F-HR 0001951757-26-000759 filed by CVFG LLC
    Filed (acceptance time not in the bulk data set), ingested

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