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Disclosery

JBR Co Financial Management Inc: CAT position timeline

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

JBR Co Financial Management Inc held 6,175 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 6,175 shares
    Change vs previous 13F -30 shares

    2.34% of the 13F portfolio, value $6,121,957.

    13F-HR 0001214659-26-012781 filed by JBR Co Financial Management Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,205 shares
    Change vs previous 13F -47 shares

    2.41% of the 13F portfolio, value $6,607,705.

    13F-HR 0001214659-26-008370 filed by JBR Co Financial Management Inc
    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 6,252 shares
    Change vs previous 13F 0 shares

    1.5% of the 13F portfolio, value $3,581,583.

    13F-HR 0001214659-26-004443 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,252 shares
    Change vs previous 13F -87 shares

    1.5% of the 13F portfolio, value $3,581,583.

    13F-HR 0001214659-26-000146 filed by JBR Co Financial Management Inc
    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 6,339 shares
    Change vs previous 13F -158 shares

    1.28% of the 13F portfolio, value $3,024,654.

    13F-HR 0001214659-25-014902 filed by JBR Co Financial Management Inc
    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 6,497 shares
    Change vs previous 13F -1,115 shares

    1.25% of the 13F portfolio, value $2,522,200.

    13F-HR 0001214659-25-011968 filed by JBR Co Financial Management Inc
    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 7,612 shares
    Change vs previous 13F 0 shares

    1.47% of the 13F portfolio, value $2,510,438.

    13F-HR 0001214659-25-006138 filed by JBR Co Financial Management Inc
    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 7,612 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $2,761,329.

    13F-HR 0001214659-25-001758 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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