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Disclosery

J. Team Financial, Inc.: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J. Team Financial, Inc. on CAT, newest first. How the timeline and the estimate are built.

J. Team Financial, Inc. held 1,850 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,850 shares
    Change vs previous 13F +598 shares

    1.91% of the 13F portfolio, value $1,970,167.

    13F-HR 0002107629-26-000004 filed by J. Team Financial, Inc.
    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 1,252 shares
    Change vs previous 13F -192 shares

    0.99% of the 13F portfolio, value $886,879.

    13F-HR 0002107629-26-000003 filed by J. Team Financial, Inc.
    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 1,444 shares
    Change vs previous 13F +219 shares

    0.83% of the 13F portfolio, value $827,325.

    13F-HR 0002107629-26-000001 filed by J. Team Financial, Inc.
    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 1,225 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $584,394.

    13F-HR 0002107629-26-000002 filed by J. Team Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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