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HAGER INVESTMENT MANAGEMENT SERVICES, LLC: CAT position timeline

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

HAGER INVESTMENT MANAGEMENT SERVICES, LLC held 3,742 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,742 shares
    Change vs previous 13F -521 shares

    1.83% of the 13F portfolio, value $3,985,044.

    13F-HR 0002026645-26-000003 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 4,263 shares
    Change vs previous 13F -139 shares

    1.66% of the 13F portfolio, value $3,020,290.

    13F-HR 0002026645-26-000002 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 4,402 shares
    Change vs previous 13F -762 shares

    1.38% of the 13F portfolio, value $2,521,875.

    13F-HR 0002026645-26-000001 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 5,164 shares
    Change vs previous 13F -444 shares

    1.33% of the 13F portfolio, value $2,464,087.

    13F-HR 0002026645-25-000008 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 5,608 shares
    Change vs previous 13F -36 shares

    1.3% of the 13F portfolio, value $2,177,150.

    13F-HR 0002026645-25-000005 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 5,644 shares
    Change vs previous 13F -143 shares

    1.3% of the 13F portfolio, value $1,861,429.

    13F-HR 0002026645-25-000003 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 5,787 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $2,099,312.

    13F-HR 0002026645-25-000002 filed by HAGER INVESTMENT MANAGEMENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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