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Disclosery

Pflug Koory, LLC: CAT position timeline

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

Pflug Koory, LLC held 13,849 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,849 shares
    Change vs previous 13F +8 shares

    5.89% of the 13F portfolio, value $14,747,486.

    13F-HR 0001740063-26-000003 filed by Pflug Koory, 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 13,841 shares
    Change vs previous 13F -8 shares

    4.49% of the 13F portfolio, value $9,805,586.

    13F-HR 0001740063-26-000002 filed by Pflug Koory, 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 13,849 shares
    Change vs previous 13F -74 shares

    3.7% of the 13F portfolio, value $7,933,508.

    13F-HR 0001740063-26-000001 filed by Pflug Koory, 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 13,923 shares
    Change vs previous 13F +68 shares

    3.15% of the 13F portfolio, value $6,643,219.

    13F-HR 0001740063-25-000006 filed by Pflug Koory, 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 13,855 shares
    Change vs previous 13F -45 shares

    2.73% of the 13F portfolio, value $5,378,650.

    13F-HR 0001740063-25-000005 filed by Pflug Koory, 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 13,900 shares
    Change vs previous 13F -50 shares

    2.55% of the 13F portfolio, value $4,584,220.

    13F-HR 0001740063-25-000004 filed by Pflug Koory, 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 13,950 shares
    Change vs previous 13F -8 shares

    2.56% of the 13F portfolio, value $5,060,502.

    13F-HR 0001740063-25-000002 filed by Pflug Koory, 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 13,958 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $5,459,253.

    13F-HR 0001740063-25-000001 filed by Pflug Koory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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