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Disclosery

Hilton Capital Management, LLC: CAT position timeline

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

Hilton Capital Management, LLC held 13,044 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,044 shares
    Change vs previous 13F -1,619 shares

    0.95% of the 13F portfolio, value $13,890,375.

    13F-HR 0001172661-26-003054 filed by Hilton Capital Management, 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 14,663 shares
    Change vs previous 13F +330 shares

    0.78% of the 13F portfolio, value $10,388,730.

    13F-HR 0001172661-26-001990 filed by Hilton Capital Management, 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 14,333 shares
    Change vs previous 13F +12,670 shares

    0.62% of the 13F portfolio, value $8,210,950.

    13F-HR 0001172661-26-000671 filed by Hilton Capital Management, 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 1,663 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $793,500.

    13F-HR 0001172661-25-004728 filed by Hilton Capital Management, 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 1,663 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $645,593.

    13F-HR 0001172661-25-003438 filed by Hilton Capital Management, 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 1,663 shares
    Change vs previous 13F -5,120 shares

    0.05% of the 13F portfolio, value $548,457.

    13F-HR 0001172661-25-001740 filed by Hilton Capital Management, 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 6,783 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $2,460,601.

    13F-HR 0001172661-25-000595 filed by Hilton Capital Management, 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 6,783 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,652,967.

    13F-HR 0001839882-24-038450 filed by Hilton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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