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MONTGOMERY INVESTMENT MANAGEMENT INC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTGOMERY INVESTMENT MANAGEMENT INC on CAT, newest first. How the timeline and the estimate are built.

MONTGOMERY INVESTMENT MANAGEMENT INC held 14,327 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,327 shares
    Change vs previous 13F 0 shares

    4.63% of the 13F portfolio, value $15,256,290.

    13F-HR 0001272544-26-000003 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    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 14,327 shares
    Change vs previous 13F 0 shares

    3.46% of the 13F portfolio, value $10,149,752.

    13F-HR 0001272544-26-000002 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    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 14,327 shares
    Change vs previous 13F -36 shares

    2.95% of the 13F portfolio, value $8,207,222.

    13F-HR 0001272544-26-000001 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    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 14,363 shares
    Change vs previous 13F -10 shares

    2.41% of the 13F portfolio, value $6,853,067.

    13F-HR 0001272544-25-000008 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    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 14,373 shares
    Change vs previous 13F 0 shares

    2.16% of the 13F portfolio, value $5,579,548.

    13F-HR 0001272544-25-000006 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    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 14,373 shares
    Change vs previous 13F 0 shares

    1.89% of the 13F portfolio, value $4,740,051.

    13F-HR 0001272544-25-000002 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    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 14,373 shares
    Change vs previous 13F -1,107 shares

    2.05% of the 13F portfolio, value $5,213,768.

    13F-HR 0001272544-25-000001 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    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 15,480 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $6,054,342.

    13F-HR 0001272544-24-000007 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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