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KEYNOTE FINANCIAL SERVICES LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KEYNOTE FINANCIAL SERVICES LLC on CAT, newest first. How the timeline and the estimate are built.

KEYNOTE FINANCIAL SERVICES LLC held 2,563 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,563 shares
    Change vs previous 13F -151 shares

    1.28% of the 13F portfolio, value $2,729,801.

    13F-HR 0002026127-26-000003 filed by KEYNOTE FINANCIAL SERVICES LLC
    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 2,714 shares
    Change vs previous 13F -30 shares

    1.02% of the 13F portfolio, value $1,922,939.

    13F-HR 0002026127-26-000002 filed by KEYNOTE FINANCIAL SERVICES LLC
    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 2,744 shares
    Change vs previous 13F -394 shares

    0.88% of the 13F portfolio, value $1,571,983.

    13F-HR 0002026127-26-000001 filed by KEYNOTE FINANCIAL SERVICES LLC
    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 3,138 shares
    Change vs previous 13F -102 shares

    0.9% of the 13F portfolio, value $1,497,190.

    13F-HR 0002026127-25-000007 filed by KEYNOTE FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,240 shares
    Change vs previous 13F -20 shares

    0.85% of the 13F portfolio, value $1,257,958.

    13F-HR 0002026127-25-000003 filed by KEYNOTE FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,260 shares
    Change vs previous 13F +41 shares

    0.77% of the 13F portfolio, value $1,075,148.

    13F-HR 0002026127-25-000002 filed by KEYNOTE FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,219 shares
    Change vs previous 13F -153 shares

    0.9% of the 13F portfolio, value $1,167,724.

    13F-HR 0002026127-25-000001 filed by KEYNOTE FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,372 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,318,857.

    13F-HR 0002026127-24-000004 filed by KEYNOTE FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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