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Disclosery

PRIVATE CLIENT SERVICES, LLC: CAT position timeline

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

PRIVATE CLIENT SERVICES, LLC held 613 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 613 shares
    Change vs previous 13F -52 shares

    0.13% of the 13F portfolio, value $497,037.

    13F-HR 0001457005-26-000006 filed by PRIVATE CLIENT SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 665 shares
    Change vs previous 13F +188 shares

    0.19% of the 13F portfolio, value $707,920.

    13F-HR 0001457005-26-000004 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 477 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $337,703.

    13F-HR 0001457005-26-000003 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 477 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $272,996.

    13F-HR 0001457005-26-000001 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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