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Portfolio Design Labs, LLC: CAT position timeline

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

Portfolio Design Labs, LLC held 6,788 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,788 shares
    Change vs previous 13F +5,019 shares

    1.19% of the 13F portfolio, value $7,228,596.

    13F-HR 0002010278-26-000004 filed by Portfolio Design Labs, 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 1,769 shares
    Change vs previous 13F -1,416 shares

    0.22% of the 13F portfolio, value $1,253,296.

    13F-HR 0002010278-26-000003 filed by Portfolio Design Labs, 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 3,185 shares
    Change vs previous 13F +22 shares

    0.3% of the 13F portfolio, value $1,824,605.

    13F-HR 0002010278-26-000002 filed by Portfolio Design Labs, 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 3,163 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,509,226.

    13F-HR 0002010278-25-000007 filed by Portfolio Design Labs, LLC
    Filed (acceptance time not in the bulk data set), ingested

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