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Disclosery

IEQ CAPITAL, LLC: CAT position timeline

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

IEQ CAPITAL, LLC held 37,710 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,710 shares
    Change vs previous 13F +5,898 shares

    0.19% of the 13F portfolio, value $40,156,762.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 31,812 shares
    Change vs previous 13F -773 shares

    0.1% of the 13F portfolio, value $22,538,202.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 32,585 shares
    Change vs previous 13F -3,618 shares

    0.06% of the 13F portfolio, value $18,666,750.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 36,203 shares
    Change vs previous 13F +16,552 shares

    0.05% of the 13F portfolio, value $17,274,220.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 19,651 shares
    Change vs previous 13F -3,341 shares

    0.05% of the 13F portfolio, value $7,628,512.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 22,992 shares
    Change vs previous 13F +4,462 shares

    0.06% of the 13F portfolio, value $7,582,471.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 18,530 shares
    Change vs previous 13F -9,830 shares

    0.06% of the 13F portfolio, value $6,721,743.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 28,360 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $11,092,351.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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