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Disclosery

Leverty Financial Group, LLC: CAT position timeline

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

Leverty Financial Group, LLC held 670 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 670 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $542,877.

    13F-HR 0002085853-26-001117 filed by Leverty Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 670 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $713,020.

    13F-HR 0002085853-26-000686 filed by Leverty Financial Group, LLC
    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 670 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $474,360.

    13F-HR 0002085853-26-000307 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 670 shares
    Change vs previous 13F +40 shares

    0.09% of the 13F portfolio, value $383,574.

    13F-HR 0002085853-26-000020 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 630 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $300,397.

    13F-HR 0002085853-25-000022 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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