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INDEPENDENT FINANCIAL GROUP, LLC: CAT position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 17,738 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 17,738 shares
    Change vs previous 13F -419 shares

    0.26% of the 13F portfolio, value $14,382,056.

    13F-HR 0000275484-26-000032 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,157 shares
    Change vs previous 13F +2,200 shares

    0.36% of the 13F portfolio, value $19,335,559.

    13F-HR 0000275484-26-000028 filed by INDEPENDENT FINANCIAL GROUP, 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/A 15,957 shares
    Change vs previous 13F -115 shares

    0.25% of the 13F portfolio, value $11,304,503.

    13F-HR/A 0000275484-26-000006 filed by INDEPENDENT FINANCIAL GROUP, 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 16,072 shares
    Change vs previous 13F +881 shares

    0.21% of the 13F portfolio, value $9,207,155.

    13F-HR 0000275484-26-000003 filed by INDEPENDENT FINANCIAL GROUP, 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 15,191 shares
    Change vs previous 13F -113 shares

    0.17% of the 13F portfolio, value $7,248,331.

    13F-HR 0000275484-26-000004 filed by INDEPENDENT FINANCIAL GROUP, 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 15,304 shares
    Change vs previous 13F +473 shares

    0.16% of the 13F portfolio, value $5,941,218.

    13F-HR 0000275484-26-000005 filed by INDEPENDENT FINANCIAL GROUP, 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 14,831 shares
    Change vs previous 13F +758 shares

    0.17% of the 13F portfolio, value $4,891,018.

    13F-HR 0000275484-26-000007 filed by INDEPENDENT FINANCIAL GROUP, 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 14,073 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,105,002.

    13F-HR 0000275484-26-000012 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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