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Disclosery

Monument Capital Management: CAT position timeline

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

Monument Capital Management held 11,063 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,063 shares
    Change vs previous 13F -217 shares

    1.87% of the 13F portfolio, value $8,969,771.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,280 shares
    Change vs previous 13F -2,526 shares

    2.42% of the 13F portfolio, value $12,012,421.

    13F-HR 0001729428-26-000005 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,806 shares
    Change vs previous 13F -612 shares

    2.45% of the 13F portfolio, value $9,780,829.

    13F-HR 0001729428-26-000003 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 14,418 shares
    Change vs previous 13F -323 shares

    2.05% of the 13F portfolio, value $8,259,816.

    13F-HR 0001729428-26-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 14,741 shares
    Change vs previous 13F -464 shares

    1.76% of the 13F portfolio, value $7,033,765.

    13F-HR 0001729428-25-000010 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,205 shares
    Change vs previous 13F +128 shares

    1.54% of the 13F portfolio, value $5,902,598.

    13F-HR 0001729428-25-000008 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 15,077 shares
    Change vs previous 13F +153 shares

    1.53% of the 13F portfolio, value $4,972,444.

    13F-HR 0001729428-25-000002 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 14,924 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $5,413,700.

    13F-HR 0001729428-25-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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