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IMS Capital Management: CAT position timeline

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

IMS Capital Management held 4,375 CAT shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,375 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $2,087,531.

    13F-HR 0001343916-25-000005 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 4,375 shares
    Change vs previous 13F +2,900 shares

    0.79% of the 13F portfolio, value $1,698,419.

    13F-HR 0001343916-25-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 1,475 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $486,455.

    13F-HR 0001343916-25-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,475 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $535,071.

    13F-HR 0001343916-25-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 1,475 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $576,902.

    13F-HR 0001343916-24-000004 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 1,475 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $506,368.

    13F-HR 0001343916-24-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 1,475 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $540,484.

    13F-HR 0001343916-24-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 1,475 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $436,113.

    13F-HR 0001343916-24-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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