Investment Management Trust, LLC: CAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Investment Management Trust, LLC on CAT, newest first. How the timeline and the estimate are built.
Investment Management Trust, LLC held 3,637 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 3,637 sharesChange vs previous 13F +6 shares
3.47% of the 13F portfolio, value $3,873,557.
13F-HR 0002131759-26-000002 filed by Investment Management Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,631 sharesChange vs previous 13F not available
2.51% of the 13F portfolio, value $2,572,447.
13F-HR 0002131759-26-000001 filed by Investment Management Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).