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Disclosery

Menard Financial Group LLC: CAT position timeline

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

Menard Financial Group LLC held 3,190 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 3,190 shares
    Change vs previous 13F +3 shares

    1.85% of the 13F portfolio, value $3,396,779.

    13F-HR 0001803156-26-000004 filed by Menard Financial Group 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 3,187 shares
    Change vs previous 13F +9 shares

    1.58% of the 13F portfolio, value $2,258,148.

    13F-HR 0001803156-26-000003 filed by Menard Financial Group 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 3,178 shares
    Change vs previous 13F +26 shares

    1.25% of the 13F portfolio, value $1,820,580.

    13F-HR 0001803156-26-000002 filed by Menard Financial Group 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 3,152 shares
    Change vs previous 13F +44 shares

    1.01% of the 13F portfolio, value $1,504,197.

    13F-HR 0001803156-25-000006 filed by Menard Financial Group 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 3,108 shares
    Change vs previous 13F -66 shares

    0.72% of the 13F portfolio, value $1,206,451.

    13F-HR 0002035601-25-000004 filed by Menard Financial Group 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 3,174 shares
    Change vs previous 13F +32 shares

    0.67% of the 13F portfolio, value $1,018,571.

    13F-HR 0001803156-25-000003 filed by Menard Financial Group 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 3,142 shares
    Change vs previous 13F +8 shares

    0.68% of the 13F portfolio, value $1,139,677.

    13F-HR 0001803156-25-000001 filed by Menard Financial Group 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 3,134 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,225,851.

    13F-HR 0001803156-24-000008 filed by Menard Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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