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Disclosery

Kaizen Financial Strategies: CAT position timeline

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

Kaizen Financial Strategies held 1,003 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,003 shares
    Change vs previous 13F -100 shares

    0.32% of the 13F portfolio, value $813,549.

    13F-HR 0001085146-26-000867 filed by Kaizen Financial Strategies
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,103 shares
    Change vs previous 13F -144 shares

    0.43% of the 13F portfolio, value $1,093,905.

    13F-HR 0001842013-26-000004 filed by Kaizen Financial Strategies
    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 1,247 shares
    Change vs previous 13F +42 shares

    0.41% of the 13F portfolio, value $963,172.

    13F-HR 0001842013-26-000003 filed by Kaizen Financial Strategies
    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 1,205 shares
    Change vs previous 13F +3 shares

    0.3% of the 13F portfolio, value $690,161.

    13F-HR 0001842013-26-000002 filed by Kaizen Financial Strategies
    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 1,202 shares
    Change vs previous 13F +11 shares

    0.31% of the 13F portfolio, value $684,883.

    13F-HR 0001842013-25-000004 filed by Kaizen Financial Strategies
    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 1,191 shares
    Change vs previous 13F -245 shares

    0.23% of the 13F portfolio, value $462,374.

    13F-HR 0001085146-25-004697 filed by Kaizen Financial Strategies
    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 1,436 shares
    Change vs previous 13F -95 shares

    0.27% of the 13F portfolio, value $473,552.

    13F-HR 0001085146-25-001936 filed by Kaizen Financial Strategies
    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 1,531 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $555,225.

    13F-HR 0001085146-25-001487 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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