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FORTRESS PRIVATE LEDGER, LLC: CAT position timeline

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

FORTRESS PRIVATE LEDGER, LLC held 1,636 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,636 shares
    Change vs previous 13F +77 shares

    0.48% of the 13F portfolio, value $1,742,489.

    13F-HR 0001718251-26-000014 filed by FORTRESS PRIVATE LEDGER, 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 1,559 shares
    Change vs previous 13F +71 shares

    0.35% of the 13F portfolio, value $1,104,232.

    13F-HR 0001718251-26-000009 filed by FORTRESS PRIVATE LEDGER, 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 1,488 shares
    Change vs previous 13F +295 shares

    0.28% of the 13F portfolio, value $852,334.

    13F-HR 0001718251-26-000007 filed by FORTRESS PRIVATE LEDGER, 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 1,193 shares
    Change vs previous 13F +26 shares

    0.21% of the 13F portfolio, value $569,165.

    13F-HR 0001718251-25-000012 filed by FORTRESS PRIVATE LEDGER, 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 1,167 shares
    Change vs previous 13F +81 shares

    0.21% of the 13F portfolio, value $453,169.

    13F-HR 0001718251-25-000010 filed by FORTRESS PRIVATE LEDGER, 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 1,086 shares
    Change vs previous 13F +354 shares

    0.2% of the 13F portfolio, value $358,284.

    13F-HR 0001718251-25-000009 filed by FORTRESS PRIVATE LEDGER, 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 732 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $265,709.

    13F-HR 0001718251-25-000005 filed by FORTRESS PRIVATE LEDGER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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