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Disclosery

ROMANO BROTHERS AND COMPANY: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROMANO BROTHERS AND COMPANY on CAT, newest first. How the timeline and the estimate are built.

ROMANO BROTHERS AND COMPANY held 14,045 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,045 shares
    Change vs previous 13F -190 shares

    1.5% of the 13F portfolio, value $14,956,959.

    13F-HR 0001754960-26-000598 filed by ROMANO BROTHERS AND COMPANY
    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 14,235 shares
    Change vs previous 13F -68 shares

    1.15% of the 13F portfolio, value $10,085,220.

    13F-HR 0001754960-26-000305 filed by ROMANO BROTHERS AND COMPANY
    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 14,303 shares
    Change vs previous 13F -2,130 shares

    0.93% of the 13F portfolio, value $8,193,996.

    13F-HR 0001754960-26-000057 filed by ROMANO BROTHERS AND COMPANY
    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 16,433 shares
    Change vs previous 13F -583 shares

    0.9% of the 13F portfolio, value $7,841,203.

    13F-HR 0001754960-25-000698 filed by ROMANO BROTHERS AND COMPANY
    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 17,016 shares
    Change vs previous 13F -208 shares

    0.82% of the 13F portfolio, value $6,605,941.

    13F-HR 0001754960-25-000439 filed by ROMANO BROTHERS AND COMPANY
    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 17,224 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $5,680,611.

    13F-HR 0001754960-25-000171 filed by ROMANO BROTHERS AND COMPANY
    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 17,224 shares
    Change vs previous 13F -722 shares

    0.79% of the 13F portfolio, value $6,248,328.

    13F-HR 0001754960-25-000036 filed by ROMANO BROTHERS AND COMPANY
    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 17,946 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $7,019,201.

    13F-HR 0001754960-24-000529 filed by ROMANO BROTHERS AND COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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