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Disclosery

Ethic Inc.: CAT position timeline

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

Ethic Inc. held 59,981 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,981 shares
    Change vs previous 13F +3,826 shares

    0.8% of the 13F portfolio, value $63,874,292.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 56,155 shares
    Change vs previous 13F -3,051 shares

    0.62% of the 13F portfolio, value $39,783,255.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 59,206 shares
    Change vs previous 13F +1,382 shares

    0.52% of the 13F portfolio, value $33,917,464.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 57,824 shares
    Change vs previous 13F -432 shares

    0.45% of the 13F portfolio, value $27,590,888.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 58,256 shares
    Change vs previous 13F +2,152 shares

    0.4% of the 13F portfolio, value $22,411,757.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 56,104 shares
    Change vs previous 13F -995 shares

    0.38% of the 13F portfolio, value $18,546,207.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 57,099 shares
    Change vs previous 13F +12,388 shares

    0.42% of the 13F portfolio, value $20,713,197.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 44,711 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $16,383,631.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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