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Disclosery

PENN DAVIS MCFARLAND INC: CAT position timeline

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

PENN DAVIS MCFARLAND INC held 1,328 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,328 shares
    Change vs previous 13F -72 shares

    0.13% of the 13F portfolio, value $1,414,187.

    13F-HR 0001108893-26-000004 filed by PENN DAVIS MCFARLAND INC
    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 1,400 shares
    Change vs previous 13F -200 shares

    0.1% of the 13F portfolio, value $991,844.

    13F-HR 0001108893-26-000003 filed by PENN DAVIS MCFARLAND INC
    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 1,600 shares
    Change vs previous 13F -100 shares

    0.09% of the 13F portfolio, value $916,592.

    13F-HR 0001108893-26-000001 filed by PENN DAVIS MCFARLAND INC
    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 1,700 shares
    Change vs previous 13F -300 shares

    0.08% of the 13F portfolio, value $811,155.

    13F-HR 0001108893-25-000007 filed by PENN DAVIS MCFARLAND INC
    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 2,000 shares
    Change vs previous 13F +400 shares

    0.09% of the 13F portfolio, value $776,420.

    13F-HR 0001108893-25-000005 filed by PENN DAVIS MCFARLAND INC
    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 1,600 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $527,680.

    13F-HR 0001108893-25-000003 filed by PENN DAVIS MCFARLAND INC
    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 1,600 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $580,416.

    13F-HR 0001108893-25-000001 filed by PENN DAVIS MCFARLAND INC
    Filed (acceptance time not in the bulk data set), ingested

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