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DIVERSIFIED MANAGEMENT INC: CAT position timeline

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

DIVERSIFIED MANAGEMENT INC held 1,749 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,749 shares
    Change vs previous 13F +39 shares

    0.25% of the 13F portfolio, value $1,418,072.

    13F-HR 0002085853-26-001105 filed by DIVERSIFIED MANAGEMENT INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,710 shares
    Change vs previous 13F -1,818 shares

    0.39% of the 13F portfolio, value $1,820,979.

    13F-HR 0002085853-26-000682 filed by DIVERSIFIED 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 3,528 shares
    Change vs previous 13F +18 shares

    0.43% of the 13F portfolio, value $2,499,447.

    13F-HR 0002085853-26-000302 filed by DIVERSIFIED 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 3,510 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,010,774.

    13F-HR 0002085853-26-000080 filed by DIVERSIFIED MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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