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Disclosery

Sargent Investment Group, LLC: CAT position timeline

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

Sargent Investment Group, LLC held 7,004 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,004 shares
    Change vs previous 13F +316 shares

    0.9% of the 13F portfolio, value $7,458,582.

    13F-HR 0001765380-26-000337 filed by Sargent Investment Group, 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 6,688 shares
    Change vs previous 13F -68 shares

    0.62% of the 13F portfolio, value $4,738,180.

    13F-HR 0001765380-26-000194 filed by Sargent Investment Group, 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 6,756 shares
    Change vs previous 13F -396 shares

    0.49% of the 13F portfolio, value $3,870,310.

    13F-HR 0001766157-26-000001 filed by Sargent Investment Group, 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 7,152 shares
    Change vs previous 13F +176 shares

    0.49% of the 13F portfolio, value $3,412,577.

    13F-HR 0001766157-25-000005 filed by Sargent Investment Group, 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 6,976 shares
    Change vs previous 13F +70 shares

    0.4% of the 13F portfolio, value $2,983,775.

    13F-HR 0001765380-25-000374 filed by Sargent Investment Group, 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 6,906 shares
    Change vs previous 13F +394 shares

    0.36% of the 13F portfolio, value $2,277,599.

    13F-HR 0001951757-25-000503 filed by Sargent Investment Group, 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 6,512 shares
    Change vs previous 13F +483 shares

    0.39% of the 13F portfolio, value $2,360,600.

    13F-HR 0001951757-25-000136 filed by Sargent Investment Group, 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 6,029 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,358,062.

    13F-HR 0001951757-24-001179 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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