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DELTA ASSET MANAGEMENT LLC/TN: CAT position timeline

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

DELTA ASSET MANAGEMENT LLC/TN held 53,594 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,594 shares
    Change vs previous 13F -870 shares

    4.94% of the 13F portfolio, value $57,072,251.

    13F-HR 0000860857-26-000004 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 54,464 shares
    Change vs previous 13F -1,305 shares

    3.52% of the 13F portfolio, value $38,585,565.

    13F-HR 0000860857-26-000002 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 55,769 shares
    Change vs previous 13F -1,562 shares

    2.75% of the 13F portfolio, value $31,948,387.

    13F-HR 0000860857-26-000001 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 57,331 shares
    Change vs previous 13F -393 shares

    2.32% of the 13F portfolio, value $27,355,487.

    13F-HR 0000860857-25-000003 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 57,724 shares
    Change vs previous 13F -454 shares

    1.95% of the 13F portfolio, value $22,409,034.

    13F-HR 0001855205-25-000037 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 58,178 shares
    Change vs previous 13F -1,556 shares

    1.82% of the 13F portfolio, value $19,187,104.

    13F-HR 0001855205-25-000021 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 59,734 shares
    Change vs previous 13F -912 shares

    1.94% of the 13F portfolio, value $21,669,106.

    13F-HR 0001855205-25-000010 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 60,646 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $23,720,042.

    13F-HR 0001855205-24-000051 filed by DELTA ASSET MANAGEMENT LLC/TN
    Filed (acceptance time not in the bulk data set), ingested

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