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Disclosery

F/m Investments LLC: CAT position timeline

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

F/m Investments LLC held 15,836 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,836 shares
    Change vs previous 13F -1,020 shares

    0.86% of the 13F portfolio, value $16,863,756.

    13F-HR 0001834499-26-000006 filed by F/m Investments 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 16,856 shares
    Change vs previous 13F -3,311 shares

    0.79% of the 13F portfolio, value $11,941,802.

    13F-HR 0001834499-26-000004 filed by F/m Investments 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 20,167 shares
    Change vs previous 13F -1,553 shares

    0.44% of the 13F portfolio, value $11,553,069.

    13F-HR 0001834499-26-000001 filed by F/m Investments 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 21,720 shares
    Change vs previous 13F -173 shares

    0.4% of the 13F portfolio, value $10,363,698.

    13F-HR 0001834499-25-000017 filed by F/m Investments 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 21,893 shares
    Change vs previous 13F -15,592 shares

    0.31% of the 13F portfolio, value $8,499,082.

    13F-HR 0001834499-25-000010 filed by F/m Investments 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 37,485 shares
    Change vs previous 13F -1,674 shares

    0.49% of the 13F portfolio, value $12,362,553.

    13F-HR 0001834499-25-000007 filed by F/m Investments 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 39,159 shares
    Change vs previous 13F +7,595 shares

    0.52% of the 13F portfolio, value $14,205,319.

    13F-HR 0001834499-25-000002 filed by F/m Investments 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 31,564 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $12,345,560.

    13F-HR 0001834499-24-000009 filed by F/m Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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