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Disclosery

PFG Investments, LLC: CAT position timeline

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

PFG Investments, LLC held 10,845 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,845 shares
    Change vs previous 13F +1,633 shares

    0.45% of the 13F portfolio, value $11,549,121.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 9,212 shares
    Change vs previous 13F +512 shares

    0.3% of the 13F portfolio, value $6,525,987.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 8,700 shares
    Change vs previous 13F +2,031 shares

    0.23% of the 13F portfolio, value $4,983,887.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 6,669 shares
    Change vs previous 13F +440 shares

    0.17% of the 13F portfolio, value $3,182,187.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 6,229 shares
    Change vs previous 13F +107 shares

    0.14% of the 13F portfolio, value $2,418,327.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 6,122 shares
    Change vs previous 13F +243 shares

    0.13% of the 13F portfolio, value $2,018,987.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 5,879 shares
    Change vs previous 13F +611 shares

    0.13% of the 13F portfolio, value $2,132,559.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 5,268 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,060,465.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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