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Disclosery

Hixon Zuercher, LLC: CAT position timeline

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

Hixon Zuercher, LLC held 6,199 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,199 shares
    Change vs previous 13F +37 shares

    1.45% of the 13F portfolio, value $5,025,888.

    13F-HR 0002085853-26-001143 filed by Hixon Zuercher, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,162 shares
    Change vs previous 13F -3,362 shares

    1.93% of the 13F portfolio, value $6,562,063.

    13F-HR 0002085853-26-000772 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,524 shares
    Change vs previous 13F -301 shares

    2.1% of the 13F portfolio, value $6,747,354.

    13F-HR 0002085853-26-000411 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,825 shares
    Change vs previous 13F -951 shares

    1.71% of the 13F portfolio, value $5,628,321.

    13F-HR 0002085853-26-000082 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,776 shares
    Change vs previous 13F -10,631 shares

    1.56% of the 13F portfolio, value $5,141,829.

    13F-HR 0002085853-25-000070 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 21,407 shares
    Change vs previous 13F -2,028 shares

    2.69% of the 13F portfolio, value $8,310,531.

    13F-HR 0001667731-25-001033 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 23,435 shares
    Change vs previous 13F +567 shares

    2.72% of the 13F portfolio, value $7,729,009.

    13F-HR 0001667731-25-000533 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 22,868 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $8,295,414.

    13F-HR 0001667731-25-000096 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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