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Disclosery

NewSquare Capital LLC: CAT position timeline

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

NewSquare Capital LLC held 3,133 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,133 shares
    Change vs previous 13F +104 shares

    0.25% of the 13F portfolio, value $3,336,344.

    13F-HR 0001546989-26-000003 filed by NewSquare Capital 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 3,029 shares
    Change vs previous 13F -136 shares

    0.19% of the 13F portfolio, value $2,145,932.

    13F-HR 0001546989-26-000002 filed by NewSquare Capital 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 3,165 shares
    Change vs previous 13F -167 shares

    0.16% of the 13F portfolio, value $1,813,136.

    13F-HR 0001546989-26-000001 filed by NewSquare Capital 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 3,332 shares
    Change vs previous 13F +2,916 shares

    0.11% of the 13F portfolio, value $1,589,864.

    13F-HR 0001546989-25-000006 filed by NewSquare Capital 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 416 shares
    Change vs previous 13F +181 shares

    0.01% of the 13F portfolio, value $161,495.

    13F-HR 0001546989-25-000005 filed by NewSquare Capital 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 235 shares
    Change vs previous 13F -17,387 shares

    0.01% of the 13F portfolio, value $77,503.

    13F-HR 0001546989-25-000002 filed by NewSquare Capital 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 17,622 shares
    Change vs previous 13F +906 shares

    0.51% of the 13F portfolio, value $6,392,557.

    13F-HR 0001546989-25-000001 filed by NewSquare Capital 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 16,716 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $6,537,962.

    13F-HR 0001546989-24-000005 filed by NewSquare Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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