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Disclosery

Roxbury Financial LLC: CAT position timeline

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

Roxbury Financial LLC held 3,162 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,162 shares
    Change vs previous 13F -5 shares

    1.97% of the 13F portfolio, value $2,563,344.

    13F-HR 0002054149-26-000004 filed by Roxbury Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,167 shares
    Change vs previous 13F -27 shares

    2.67% of the 13F portfolio, value $3,372,217.

    13F-HR 0002054149-26-000003 filed by Roxbury Financial 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 3,194 shares
    Change vs previous 13F -10 shares

    2.03% of the 13F portfolio, value $2,262,753.

    13F-HR 0002054149-26-000002 filed by Roxbury Financial 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 3,204 shares
    Change vs previous 13F -6 shares

    1.65% of the 13F portfolio, value $1,835,717.

    13F-HR 0002054149-26-000001 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,210 shares
    Change vs previous 13F -70 shares

    1.41% of the 13F portfolio, value $1,531,682.

    13F-HR 0002054149-25-000006 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,280 shares
    Change vs previous 13F -48 shares

    1.24% of the 13F portfolio, value $1,273,350.

    13F-HR 0002054149-25-000004 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,328 shares
    Change vs previous 13F -18 shares

    1.12% of the 13F portfolio, value $1,144,691.

    13F-HR 0002054149-25-000003 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,346 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,358,919.

    13F-HR 0002054149-25-000001 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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