Disciplined Investments, LLC: CAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Disciplined Investments, LLC on CAT, newest first. How the timeline and the estimate are built.
Disciplined Investments, LLC held 788 CAT shares at 2026-06-30 per its 13F-HR/A filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F/A 788 sharesChange vs previous 13F +1 shares
0.27% of the 13F portfolio, value $838,761.
13F-HR/A 0001951757-26-001158 filed by Disciplined Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 787 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $557,763.
13F-HR 0001951757-26-000823 filed by Disciplined Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 787 sharesChange vs previous 13F +1 shares
0.17% of the 13F portfolio, value $450,785.
13F-HR 0001951757-26-000368 filed by Disciplined Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 786 sharesChange vs previous 13F +3 shares
0.15% of the 13F portfolio, value $375,201.
13F-HR 0001951757-25-001263 filed by Disciplined Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 783 sharesChange vs previous 13F -4 shares
0.13% of the 13F portfolio, value $303,816.
13F-HR 0001951757-25-000992 filed by Disciplined Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 787 sharesChange vs previous 13F +2 shares
0.12% of the 13F portfolio, value $259,487.
13F-HR 0001951757-25-000308 filed by Disciplined Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 785 sharesChange vs previous 13F +6 shares
0.14% of the 13F portfolio, value $284,767.
13F-HR 0001951757-25-000188 filed by Disciplined Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 779 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $304,682.
13F-HR 0001951757-24-001157 filed by Disciplined Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).