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Disclosery

Hel Ved Capital Management Ltd: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hel Ved Capital Management Ltd on CAT, newest first. How the timeline and the estimate are built.

Hel Ved Capital Management Ltd held 5,810 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,810 shares
    Change vs previous 13F +5,810 shares

    0.87% of the 13F portfolio, value $6,187,069.

    13F-HR 0001840129-26-000007 filed by Hel Ved Capital Management Ltd
    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 0 shares
    Change vs previous 13F -8,495 shares

    13F-HR 0001840129-26-000006 filed by Hel Ved Capital Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 8,495 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $4,866,531.

    13F-HR 0001840129-26-000005 filed by Hel Ved Capital Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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