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Disclosery

GRIES FINANCIAL LLC: CAT position timeline

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

GRIES FINANCIAL LLC held 1,710 CAT shares at 2025-09-30 per its 13F-HR filed 2025-10-22.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,710 shares
    Change vs previous 13F +493 shares

    0.13% of the 13F portfolio, value $815,927.

    13F-HR 0001213900-25-101113 filed by GRIES 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 ended2025-06-30
    13F 1,217 shares
    Change vs previous 13F +18 shares

    0.09% of the 13F portfolio, value $472,452.

    13F-HR 0001213900-25-063702 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 1,199 shares
    Change vs previous 13F +143 shares

    0.08% of the 13F portfolio, value $395,430.

    13F-HR 0001213900-25-039607 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,056 shares
    Change vs previous 13F -552 shares

    0.07% of the 13F portfolio, value $383,075.

    13F-HR 0001213900-25-005821 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 1,608 shares
    Change vs previous 13F +978 shares

    0.12% of the 13F portfolio, value $628,921.

    13F-HR 0001213900-24-088867 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 630 shares
    Change vs previous 13F -1,608 shares

    0.04% of the 13F portfolio, value $209,853.

    13F-HR 0001213900-24-064624 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F/A 2,238 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $820,070.

    13F-HR/A 0001213900-24-043516 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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