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PERRYMAN FINANCIAL ADVISORY INC /AD: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PERRYMAN FINANCIAL ADVISORY INC /AD on CAT, newest first. How the timeline and the estimate are built.

PERRYMAN FINANCIAL ADVISORY INC /AD held 10,737 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 10,737 shares
    Change vs previous 13F +350 shares

    1.52% of the 13F portfolio, value $11,433,941.

    13F-HR 0001214659-26-008887 filed by PERRYMAN FINANCIAL ADVISORY INC /AD
    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/A 10,387 shares
    Change vs previous 13F -225 shares

    1.1% of the 13F portfolio, value $7,358,618.

    13F-HR/A 0001214659-26-005219 filed by PERRYMAN FINANCIAL ADVISORY INC /AD
    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 10,612 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $6,079,158.

    13F-HR 0001214659-26-001667 filed by PERRYMAN FINANCIAL ADVISORY INC /AD
    Filed (acceptance time not in the bulk data set), ingested

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