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Jones Kertz & Associates, Inc.: CAT position timeline

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

Jones Kertz & Associates, Inc. held 10,073 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,073 shares
    Change vs previous 13F -1,227 shares

    4.95% of the 13F portfolio, value $10,726,738.

    13F-HR 0002085853-26-000818 filed by Jones Kertz & Associates, 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 11,300 shares
    Change vs previous 13F -399 shares

    4.25% of the 13F portfolio, value $8,005,598.

    13F-HR 0002085853-26-000479 filed by Jones Kertz & Associates, 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 11,699 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $6,702,006.

    13F-HR 0002085853-26-000109 filed by Jones Kertz & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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