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Disclosery

Foundry Financial LLC: CAT position timeline

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

Foundry Financial LLC held 422 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 422 shares
    Change vs previous 13F +6 shares

    0.15% of the 13F portfolio, value $449,522.

    13F-HR 0001754960-26-000583 filed by Foundry Financial 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 416 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $294,777.

    13F-HR 0001754960-26-000299 filed by Foundry Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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