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Disclosery

Financial Freedom, LLC: CAT position timeline

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

Financial Freedom, LLC held 335 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 335 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $356,976.

    13F-HR 0001965484-26-000003 filed by Financial Freedom, 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 335 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $237,490.

    13F-HR 0001965484-26-000002 filed by Financial Freedom, 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 335 shares
    Change vs previous 13F -75 shares

    0.1% of the 13F portfolio, value $192,037.

    13F-HR 0001965484-26-000001 filed by Financial Freedom, 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 410 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $195,736.

    13F-HR 0001965484-25-000006 filed by Financial Freedom, 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 410 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $159,252.

    13F-HR 0001965484-25-000003 filed by Financial Freedom, 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 410 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $135,291.

    13F-HR 0001965484-25-000002 filed by Financial Freedom, 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 410 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $148,811.

    13F-HR 0001965484-25-000001 filed by Financial Freedom, 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 410 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $160,445.

    13F-HR 0001965484-24-000006 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

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