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SCHNIEDERS CAPITAL MANAGEMENT LLC: CAT position timeline

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

SCHNIEDERS CAPITAL MANAGEMENT LLC held 9,147 CAT shares at 2025-06-30 per its 13F-HR filed 2025-07-30.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 9,147 shares
    Change vs previous 13F +347 shares

    0.62% of the 13F portfolio, value $3,550,957.

    13F-HR 0001603937-25-000003 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 8,800 shares
    Change vs previous 13F -1,000 shares

    0.62% of the 13F portfolio, value $2,902,240.

    13F-HR 0001603937-25-000002 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 9,800 shares
    Change vs previous 13F -105 shares

    0.7% of the 13F portfolio, value $3,555,048.

    13F-HR 0001603937-25-000001 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 9,905 shares
    Change vs previous 13F +46 shares

    0.74% of the 13F portfolio, value $3,874,044.

    13F-HR 0001603937-24-000004 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 9,859 shares
    Change vs previous 13F -400 shares

    0.66% of the 13F portfolio, value $3,284,033.

    13F-HR 0001603937-24-000003 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 10,259 shares
    Change vs previous 13F +250 shares

    0.78% of the 13F portfolio, value $3,759,205.

    13F-HR 0001603937-24-000002 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 10,009 shares
    Change vs previous 13F -1,500 shares

    0.65% of the 13F portfolio, value $2,959,361.

    13F-HR 0001603937-24-000001 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 11,509 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,141,957.

    13F-HR 0001603937-23-000004 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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