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PINNACLE ASSOCIATES LTD: CAT position timeline

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

PINNACLE ASSOCIATES LTD held 110,066 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,066 shares
    Change vs previous 13F -1,006 shares

    1.28% of the 13F portfolio, value $117,209,008.

    13F-HR 0000743127-26-000003 filed by PINNACLE ASSOCIATES LTD
    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 111,072 shares
    Change vs previous 13F -1,018 shares

    1.01% of the 13F portfolio, value $78,690,340.

    13F-HR 0000743127-26-000002 filed by PINNACLE ASSOCIATES LTD
    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 112,090 shares
    Change vs previous 13F -906 shares

    0.82% of the 13F portfolio, value $64,213,274.

    13F-HR 0000743127-26-000001 filed by PINNACLE ASSOCIATES LTD
    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 112,996 shares
    Change vs previous 13F +334 shares

    0.72% of the 13F portfolio, value $53,916,037.

    13F-HR 0000743127-25-000003 filed by PINNACLE ASSOCIATES LTD
    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 112,662 shares
    Change vs previous 13F +414 shares

    0.63% of the 13F portfolio, value $43,736,590.

    13F-HR 0001085146-25-004479 filed by PINNACLE ASSOCIATES LTD
    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 112,248 shares
    Change vs previous 13F +642 shares

    0.54% of the 13F portfolio, value $37,019,437.

    13F-HR 0001085146-25-002639 filed by PINNACLE ASSOCIATES LTD
    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 111,606 shares
    Change vs previous 13F +15,600 shares

    0.55% of the 13F portfolio, value $40,486,207.

    13F-HR 0001085146-25-001486 filed by PINNACLE ASSOCIATES LTD
    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 96,006 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $28,386,152.

    13F-HR 0001085146-24-005170 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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