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Disclosery

Lantz Financial LLC: CAT position timeline

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

Lantz Financial LLC held 3,638 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,638 shares
    Change vs previous 13F +57 shares

    0.71% of the 13F portfolio, value $3,874,038.

    13F-HR 0001766883-26-000009 filed by Lantz Financial 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 3,581 shares
    Change vs previous 13F -175 shares

    0.52% of the 13F portfolio, value $2,536,950.

    13F-HR 0001766883-26-000005 filed by Lantz Financial 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 3,756 shares
    Change vs previous 13F -18 shares

    0.45% of the 13F portfolio, value $2,151,540.

    13F-HR 0001766883-26-000002 filed by Lantz Financial 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 3,774 shares
    Change vs previous 13F +378 shares

    0.4% of the 13F portfolio, value $1,800,938.

    13F-HR 0001766883-25-000008 filed by Lantz Financial 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 3,396 shares
    Change vs previous 13F -735 shares

    0.33% of the 13F portfolio, value $1,318,314.

    13F-HR 0001085146-25-003738 filed by Lantz Financial 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 4,131 shares
    Change vs previous 13F +10 shares

    0.37% of the 13F portfolio, value $1,362,361.

    13F-HR 0001085146-25-001925 filed by Lantz Financial 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 4,121 shares
    Change vs previous 13F -93 shares

    0.4% of the 13F portfolio, value $1,494,886.

    13F-HR 0001085146-25-000377 filed by Lantz Financial 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 4,214 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,648,159.

    13F-HR 0001085146-24-004889 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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