Lokken Investment Group LLC: CAT position timeline

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

Lokken Investment Group LLC held 667 CAT shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

period ended2025-09-30
13F 667 shares
Change vs previous 13F +667 shares
0.11% of the 13F portfolio, value $318,055.
13F-HR 0001754960-25-000749 filed by Lokken Investment Group LLC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 0 shares
Change vs previous 13F -647 shares
13F-HR 0001754960-25-000135 filed by Lokken Investment Group LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 647 shares
Change vs previous 13F -132 shares
0.11% of the 13F portfolio, value $252,880.
13F-HR 0001754960-24-000559 filed by Lokken Investment Group LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 779 shares
Change vs previous 13F +142 shares
0.12% of the 13F portfolio, value $259,336.
13F-HR 0001754960-24-000414 filed by Lokken Investment Group LLC
Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 637 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $233,252.
13F-HR 0001754960-24-000213 filed by Lokken Investment Group LLC
Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).