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Disclosery

SFMG, LLC: CAT position timeline

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

SFMG, LLC held 1,922 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,922 shares
    Change vs previous 13F +93 shares

    0.12% of the 13F portfolio, value $2,046,657.

    13F-HR 0001512026-26-000005 filed by SFMG, 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 1,829 shares
    Change vs previous 13F +249 shares

    0.09% of the 13F portfolio, value $1,296,123.

    13F-HR 0001512026-26-000003 filed by SFMG, 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 1,580 shares
    Change vs previous 13F +52 shares

    0.06% of the 13F portfolio, value $905,350.

    13F-HR 0001512026-26-000001 filed by SFMG, 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 1,528 shares
    Change vs previous 13F +27 shares

    0.05% of the 13F portfolio, value $728,986.

    13F-HR 0001512026-25-000009 filed by SFMG, 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 1,501 shares
    Change vs previous 13F -235 shares

    0.04% of the 13F portfolio, value $582,699.

    13F-HR 0001512026-25-000006 filed by SFMG, 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 1,736 shares
    Change vs previous 13F +275 shares

    0.05% of the 13F portfolio, value $572,414.

    13F-HR 0001512026-25-000004 filed by SFMG, 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 1,461 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $530,171.

    13F-HR 0001512026-25-000002 filed by SFMG, 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 1,458 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $570,134.

    13F-HR 0001512026-24-000006 filed by SFMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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