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Disclosery

Hardy Reed LLC: CAT position timeline

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

Hardy Reed LLC held 4,378 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,378 shares
    Change vs previous 13F +122 shares

    0.3% of the 13F portfolio, value $4,662,133.

    13F-HR 0001765380-26-000261 filed by Hardy Reed 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 4,256 shares
    Change vs previous 13F +8 shares

    0.22% of the 13F portfolio, value $3,015,206.

    13F-HR 0001765380-26-000128 filed by Hardy Reed 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 4,248 shares
    Change vs previous 13F +46 shares

    0.17% of the 13F portfolio, value $2,433,552.

    13F-HR 0001765380-26-000065 filed by Hardy Reed 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 4,202 shares
    Change vs previous 13F +110 shares

    0.15% of the 13F portfolio, value $2,004,985.

    13F-HR 0001765380-25-000440 filed by Hardy Reed 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 4,092 shares
    Change vs previous 13F -59 shares

    0.13% of the 13F portfolio, value $1,588,556.

    13F-HR 0001765380-25-000257 filed by Hardy Reed 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 4,151 shares
    Change vs previous 13F +58 shares

    0.12% of the 13F portfolio, value $1,369,000.

    13F-HR 0001765380-25-000161 filed by Hardy Reed 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 4,093 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,484,777.

    13F-HR 0001765380-25-000027 filed by Hardy Reed LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,093 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,600,855.

    13F-HR 0001765380-24-000454 filed by Hardy Reed LLC
    Filed (acceptance time not in the bulk data set), ingested

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