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MB, LEVIS & ASSOCIATES, LLC: CAT position timeline

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

MB, LEVIS & ASSOCIATES, LLC held 6,512 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,512 shares
    Change vs previous 13F -54 shares

    2.56% of the 13F portfolio, value $6,934,958.

    13F-HR 0002065807-26-000004 filed by MB, LEVIS & ASSOCIATES, 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 6,566 shares
    Change vs previous 13F -28 shares

    1.94% of the 13F portfolio, value $4,651,983.

    13F-HR 0002065807-26-000002 filed by MB, LEVIS & ASSOCIATES, 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 6,594 shares
    Change vs previous 13F -246 shares

    1.59% of the 13F portfolio, value $3,777,692.

    13F-HR 0002065807-26-000001 filed by MB, LEVIS & ASSOCIATES, 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 6,840 shares
    Change vs previous 13F -881 shares

    1.41% of the 13F portfolio, value $3,263,633.

    13F-HR 0002065807-25-000017 filed by MB, LEVIS & ASSOCIATES, 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 7,721 shares
    Change vs previous 13F -3 shares

    1.32% of the 13F portfolio, value $2,997,225.

    13F-HR 0002065807-25-000014 filed by MB, LEVIS & ASSOCIATES, 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 7,724 shares
    Change vs previous 13F +10 shares

    1.18% of the 13F portfolio, value $2,547,235.

    13F-HR 0002065807-25-000012 filed by MB, LEVIS & ASSOCIATES, 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 7,714 shares
    Change vs previous 13F -316 shares

    1.4% of the 13F portfolio, value $2,798,169.

    13F-HR 0002065807-25-000011 filed by MB, LEVIS & ASSOCIATES, 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 8,030 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $3,140,788.

    13F-HR 0002065807-25-000010 filed by MB, LEVIS & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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