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Disclosery

&PARTNERS: CAT position timeline

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

&PARTNERS held 110,167 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,167 shares
    Change vs previous 13F +1,924 shares

    0.48% of the 13F portfolio, value $117,647,985.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 108,243 shares
    Change vs previous 13F +8,857 shares

    0.38% of the 13F portfolio, value $76,725,371.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 99,386 shares
    Change vs previous 13F +16,494 shares

    0.3% of the 13F portfolio, value $56,952,130.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 82,892 shares
    Change vs previous 13F +10,511 shares

    0.24% of the 13F portfolio, value $36,779,676.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 72,381 shares
    Change vs previous 13F +19,425 shares

    0.22% of the 13F portfolio, value $28,117,869.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 52,956 shares
    Change vs previous 13F +4,128 shares

    0.19% of the 13F portfolio, value $17,461,700.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 48,828 shares
    Change vs previous 13F +21,730 shares

    0.21% of the 13F portfolio, value $17,762,018.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 27,098 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $10,673,581.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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