Skip to content
Disclosery

James T. Borello RIA: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of James T. Borello RIA on CAT, newest first. How the timeline and the estimate are built.

James T. Borello RIA held 203 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 203 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $164,590.

    13F-HR 0002157919-26-000001 filed by James T. Borello RIA
    Accepted , ingested

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

    0.05% of the 13F portfolio, value $212,980.

    13F-HR 0002157919-26-000015 filed by James T. Borello RIA
    Accepted , ingested

  3. period ended2026-03-31
    13F 182 shares
    Change vs previous 13F +83 shares

    0.03% of the 13F portfolio, value $128,940.

    13F-HR 0002157919-26-000014 filed by James T. Borello RIA
    Accepted , ingested

  4. period ended2025-12-31
    13F 99 shares
    Change vs previous 13F +36 shares

    0.01% of the 13F portfolio, value $56,714.

    13F-HR 0002157919-26-000013 filed by James T. Borello RIA
    Accepted , ingested

  5. period ended2025-09-30
    13F 63 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $30,060.

    13F-HR 0002157919-26-000012 filed by James T. Borello RIA
    Accepted , ingested