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Disclosery

Delta Investment Management, LLC: CAT position timeline

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

Delta Investment Management, LLC held 4,743 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,743 shares
    Change vs previous 13F +763 shares

    0.83% of the 13F portfolio, value $5,051,135.

    13F-HR 0001757043-26-000004 filed by Delta 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 3,980 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $2,819,995.

    13F-HR 0001757043-26-000003 filed by Delta 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 3,980 shares
    Change vs previous 13F +1 shares

    0.4% of the 13F portfolio, value $2,279,967.

    13F-HR 0001757043-26-000002 filed by Delta 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 3,979 shares
    Change vs previous 13F +8 shares

    0.34% of the 13F portfolio, value $1,898,659.

    13F-HR 0001757043-25-000003 filed by Delta 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 3,971 shares
    Change vs previous 13F -38 shares

    0.3% of the 13F portfolio, value $1,541,654.

    13F-HR 0001095449-25-000056 filed by Delta 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 4,009 shares
    Change vs previous 13F +10 shares

    0.27% of the 13F portfolio, value $1,322,205.

    13F-HR 0001095449-25-000035 filed by Delta 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 3,999 shares
    Change vs previous 13F +1 shares

    0.28% of the 13F portfolio, value $1,450,706.

    13F-HR 0001095449-25-000007 filed by Delta 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 3,998 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,563,750.

    13F-HR 0001095449-24-000086 filed by Delta Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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