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Disclosery

Schaeffer Financial LLC: CAT position timeline

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

Schaeffer Financial LLC held 458 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 458 shares
    Change vs previous 13F +1 shares

    0.38% of the 13F portfolio, value $487,605.

    13F-HR 0001705819-26-000049 filed by Schaeffer Financial 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 457 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $324,039.

    13F-HR 0001705819-26-000031 filed by Schaeffer 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 ended2025-12-31
    13F 457 shares
    Change vs previous 13F +1 shares

    0.23% of the 13F portfolio, value $261,698.

    13F-HR 0001705819-26-000018 filed by Schaeffer 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 ended2025-09-30
    13F 456 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $217,433.

    13F-HR 0001705819-25-000073 filed by Schaeffer Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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