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Disclosery

Narwhal Capital Management: CAT position timeline

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

Narwhal Capital Management held 22,180 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,180 shares
    Change vs previous 13F -1,006 shares

    1.63% of the 13F portfolio, value $23,619,990.

    13F-HR 0001461287-26-000003 filed by Narwhal Capital Management
    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 23,186 shares
    Change vs previous 13F +1,479 shares

    1.21% of the 13F portfolio, value $16,426,356.

    13F-HR 0001461287-26-000002 filed by Narwhal 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 ended2025-12-31
    13F 21,707 shares
    Change vs previous 13F -1,155 shares

    0.9% of the 13F portfolio, value $12,435,289.

    13F-HR 0001461287-26-000001 filed by Narwhal 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 ended2025-09-30
    13F 22,862 shares
    Change vs previous 13F -3,340 shares

    0.81% of the 13F portfolio, value $10,908,603.

    13F-HR 0001461287-25-000005 filed by Narwhal 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 ended2025-06-30
    13F 26,202 shares
    Change vs previous 13F +1,600 shares

    0.82% of the 13F portfolio, value $10,171,878.

    13F-HR 0001085146-25-004109 filed by Narwhal 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 ended2025-03-31
    13F 24,602 shares
    Change vs previous 13F -207 shares

    0.72% of the 13F portfolio, value $8,113,740.

    13F-HR 0001085146-25-002254 filed by Narwhal 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 ended2024-12-31
    13F 24,809 shares
    Change vs previous 13F +2,235 shares

    0.8% of the 13F portfolio, value $8,999,713.

    13F-HR 0001085146-25-000391 filed by Narwhal 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 ended2024-09-30
    13F 22,574 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $8,829,143.

    13F-HR 0001085146-24-005056 filed by Narwhal Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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