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Disclosery

LPL Financial LLC: CAT position timeline

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

LPL Financial LLC held 1,182,150 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,182,150 shares
    Change vs previous 13F +82,882 shares

    0.28% of the 13F portfolio, value $1,258,871,819.

    13F-HR 0001403438-26-000004 filed by LPL 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 1,099,268 shares
    Change vs previous 13F +76,048 shares

    0.21% of the 13F portfolio, value $778,786,865.

    13F-HR 0001403438-26-000002 filed by LPL 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 1,023,220 shares
    Change vs previous 13F +40,011 shares

    0.16% of the 13F portfolio, value $586,171,742.

    13F-HR 0001403438-26-000001 filed by LPL 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 983,209 shares
    Change vs previous 13F -3,212 shares

    0.14% of the 13F portfolio, value $469,137,880.

    13F-HR 0001403438-25-000006 filed by LPL 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 986,421 shares
    Change vs previous 13F +46,049 shares

    0.13% of the 13F portfolio, value $382,938,178.

    13F-HR 0001403438-25-000005 filed by LPL 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 940,372 shares
    Change vs previous 13F +30,450 shares

    0.12% of the 13F portfolio, value $310,134,787.

    13F-HR 0001403438-25-000003 filed by LPL 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 909,922 shares
    Change vs previous 13F +30,284 shares

    0.13% of the 13F portfolio, value $330,083,144.

    13F-HR 0001403438-25-000002 filed by LPL 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 879,638 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $344,043,909.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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