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Disciplined Equity Management, Inc.: CAT position timeline

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

Disciplined Equity Management, Inc. held 2,019 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,019 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,636,986.

    13F-HR 0001909380-26-000006 filed by Disciplined Equity Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,019 shares
    Change vs previous 13F -30 shares

    0.95% of the 13F portfolio, value $2,150,034.

    13F-HR 0001909380-26-000004 filed by Disciplined Equity Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,049 shares
    Change vs previous 13F -681 shares

    0.73% of the 13F portfolio, value $1,451,635.

    13F-HR 0001909380-26-000003 filed by Disciplined Equity Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,730 shares
    Change vs previous 13F -50 shares

    0.81% of the 13F portfolio, value $1,563,936.

    13F-HR 0001909380-26-000001 filed by Disciplined Equity Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,780 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,326,477.

    13F-HR 0001909380-25-000006 filed by Disciplined Equity Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,780 shares
    Change vs previous 13F +280 shares

    0.63% of the 13F portfolio, value $1,079,224.

    13F-HR 0001909380-25-000004 filed by Disciplined Equity Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,500 shares
    Change vs previous 13F -40 shares

    0.57% of the 13F portfolio, value $824,500.

    13F-HR 0001909380-25-000003 filed by Disciplined Equity Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,540 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $921,411.

    13F-HR 0001909380-25-000001 filed by Disciplined Equity Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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