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Nicholas Hoffman & Company, LLC.: CAT position timeline

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

Nicholas Hoffman & Company, LLC. held 12,909 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,909 shares
    Change vs previous 13F -514 shares

    0.29% of the 13F portfolio, value $13,747,071.

    13F-HR 0001398344-26-013410 filed by Nicholas Hoffman & Company, 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 13,423 shares
    Change vs previous 13F -62 shares

    0.22% of the 13F portfolio, value $9,509,665.

    13F-HR 0001398344-26-007708 filed by Nicholas Hoffman & Company, 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 13,485 shares
    Change vs previous 13F -52 shares

    0.18% of the 13F portfolio, value $7,725,151.

    13F-HR 0001398344-26-001863 filed by Nicholas Hoffman & Company, 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 13,537 shares
    Change vs previous 13F +188 shares

    0.16% of the 13F portfolio, value $6,459,189.

    13F-HR 0001398344-25-020723 filed by Nicholas Hoffman & Company, 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 13,349 shares
    Change vs previous 13F +1,144 shares

    0.13% of the 13F portfolio, value $5,182,266.

    13F-HR 0001398344-25-014584 filed by Nicholas Hoffman & Company, 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/A 12,205 shares
    Change vs previous 13F +915 shares

    0.15% of the 13F portfolio, value $4,025,136.

    13F-HR/A 0001398344-25-012059 filed by Nicholas Hoffman & Company, 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/A 11,290 shares
    Change vs previous 13F -164 shares

    0.16% of the 13F portfolio, value $4,095,725.

    13F-HR/A 0001398344-25-012057 filed by Nicholas Hoffman & Company, 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/A 11,454 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,479,888.

    13F-HR/A 0001398344-25-012054 filed by Nicholas Hoffman & Company, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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