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Disclosery

S.E.E.D. Planning Group LLC: CAT position timeline

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

S.E.E.D. Planning Group LLC held 620 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 620 shares
    Change vs previous 13F +620 shares

    0.12% of the 13F portfolio, value $502,695.

    13F-HR 0001765515-26-000006 filed by S.E.E.D. Planning Group LLC
    Accepted , ingested

  2. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001765515-25-000001 filed by S.E.E.D. Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

    Exited: the 13F for this period no longer lists the position.