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LIGHTHOUSE FINANCIAL SERVICES INC /ADV: CAT position timeline

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

LIGHTHOUSE FINANCIAL SERVICES INC /ADV held 2,100 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,100 shares
    Change vs previous 13F -689 shares

    0.44% of the 13F portfolio, value $2,082,091.

    13F-HR 0001068979-26-000004 filed by LIGHTHOUSE FINANCIAL SERVICES INC /ADV
    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 2,789 shares
    Change vs previous 13F -77 shares

    0.5% of the 13F portfolio, value $2,215,096.

    13F-HR 0001068979-26-000003 filed by LIGHTHOUSE FINANCIAL SERVICES INC /ADV
    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 2,866 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,641,902.

    13F-HR 0001068979-26-000002 filed by LIGHTHOUSE FINANCIAL SERVICES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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