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Disclosery

Roundview Capital LLC: CAT position timeline

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

Roundview Capital LLC held 16,916 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,916 shares
    Change vs previous 13F +160 shares

    0.98% of the 13F portfolio, value $18,013,626.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 16,756 shares
    Change vs previous 13F -168 shares

    0.74% of the 13F portfolio, value $11,870,750.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 16,924 shares
    Change vs previous 13F +627 shares

    0.6% of the 13F portfolio, value $9,695,031.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 16,297 shares
    Change vs previous 13F -174 shares

    0.49% of the 13F portfolio, value $7,776,349.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 16,471 shares
    Change vs previous 13F -111 shares

    0.43% of the 13F portfolio, value $6,394,334.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 16,582 shares
    Change vs previous 13F +396 shares

    0.39% of the 13F portfolio, value $5,468,792.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 16,186 shares
    Change vs previous 13F +274 shares

    0.41% of the 13F portfolio, value $5,871,634.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 15,912 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $6,223,502.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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