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Disclosery

Iowa State Bank: CAT position timeline

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

Iowa State Bank held 6,967 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,967 shares
    Change vs previous 13F -1,990 shares

    0.95% of the 13F portfolio, value $5,648,774.

    13F-HR 0001546967-26-000005 filed by Iowa State Bank
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,957 shares
    Change vs previous 13F +72 shares

    1.59% of the 13F portfolio, value $9,538,309.

    13F-HR 0001546967-26-000003 filed by Iowa State Bank
    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 8,885 shares
    Change vs previous 13F -165 shares

    1.16% of the 13F portfolio, value $6,294,667.

    13F-HR 0001546967-26-000002 filed by Iowa State Bank
    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 9,050 shares
    Change vs previous 13F -173 shares

    0.97% of the 13F portfolio, value $5,184,474.

    13F-HR 0001546967-26-000001 filed by Iowa State Bank
    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 9,223 shares
    Change vs previous 13F -233 shares

    0.84% of the 13F portfolio, value $4,400,754.

    13F-HR 0001546967-25-000007 filed by Iowa State Bank
    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 9,456 shares
    Change vs previous 13F -2,764 shares

    0.73% of the 13F portfolio, value $3,670,914.

    13F-HR 0001546967-25-000006 filed by Iowa State Bank
    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 12,220 shares
    Change vs previous 13F -377 shares

    0.86% of the 13F portfolio, value $4,030,156.

    13F-HR 0001546967-25-000003 filed by Iowa State Bank
    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 12,597 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $4,569,688.

    13F-HR 0001546967-25-000001 filed by Iowa State Bank
    Filed (acceptance time not in the bulk data set), ingested

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