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Disclosery

First Heartland Consultants, Inc.: CAT position timeline

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

First Heartland Consultants, Inc. held 4,396 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 4,396 shares
    Change vs previous 13F +132 shares

    0.24% of the 13F portfolio, value $3,563,989.

    13F-HR 0001214659-26-012670 filed by First Heartland Consultants, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,264 shares
    Change vs previous 13F -97 shares

    0.29% of the 13F portfolio, value $4,540,631.

    13F-HR 0001214659-26-008353 filed by First Heartland Consultants, 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 4,361 shares
    Change vs previous 13F +242 shares

    0.24% of the 13F portfolio, value $3,089,449.

    13F-HR 0001214659-26-004432 filed by First Heartland Consultants, 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 4,119 shares
    Change vs previous 13F +645 shares

    0.18% of the 13F portfolio, value $2,359,428.

    13F-HR 0001214659-26-000326 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,474 shares
    Change vs previous 13F +437 shares

    0.13% of the 13F portfolio, value $1,657,753.

    13F-HR 0001214659-25-016153 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,037 shares
    Change vs previous 13F +93 shares

    0.1% of the 13F portfolio, value $1,178,945.

    13F-HR 0001214659-25-012366 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,944 shares
    Change vs previous 13F -314 shares

    0.1% of the 13F portfolio, value $971,070.

    13F-HR 0001214659-25-007055 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,258 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,181,920.

    13F-HR 0001214659-25-002909 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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