McBroom & Associates, LLC: CAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McBroom & Associates, LLC on CAT, newest first. How the timeline and the estimate are built.
McBroom & Associates, LLC held 1,550 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 1,550 sharesChange vs previous 13F -256 shares
0.83% of the 13F portfolio, value $1,650,595.
13F-HR 0001754960-26-000672 filed by McBroom & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,806 sharesChange vs previous 13F 0 shares
0.71% of the 13F portfolio, value $1,279,479.
13F-HR 0001754960-26-000309 filed by McBroom & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,806 sharesChange vs previous 13F 0 shares
0.5% of the 13F portfolio, value $1,034,603.
13F-HR 0001754960-26-000090 filed by McBroom & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,806 sharesChange vs previous 13F 0 shares
0.41% of the 13F portfolio, value $861,733.
13F-HR 0001754960-25-000722 filed by McBroom & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,806 sharesChange vs previous 13F 0 shares
0.34% of the 13F portfolio, value $595,619.
13F-HR 0001754960-25-000534 filed by McBroom & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,806 sharesChange vs previous 13F 0 shares
0.34% of the 13F portfolio, value $595,619.
13F-HR 0001754960-25-000213 filed by McBroom & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,806 sharesChange vs previous 13F 0 shares
0.37% of the 13F portfolio, value $655,145.
13F-HR 0001754960-25-000083 filed by McBroom & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,806 sharesChange vs previous 13F not available
0.43% of the 13F portfolio, value $706,363.
13F-HR 0001754960-24-000513 filed by McBroom & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).