Skip to content
Disclosery

Shepherd Financial Partners LLC: CAT position timeline

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

Shepherd Financial Partners LLC held 6,913 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,913 shares
    Change vs previous 13F +488 shares

    0.6% of the 13F portfolio, value $7,361,672.

    13F-HR 0001696628-26-000004 filed by Shepherd Financial Partners 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 6,425 shares
    Change vs previous 13F -14 shares

    0.43% of the 13F portfolio, value $4,552,135.

    13F-HR 0001696628-26-000002 filed by Shepherd Financial Partners 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 6,439 shares
    Change vs previous 13F -41 shares

    0.34% of the 13F portfolio, value $3,688,497.

    13F-HR 0001696628-26-000001 filed by Shepherd Financial Partners 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 6,480 shares
    Change vs previous 13F -1 shares

    0.29% of the 13F portfolio, value $3,091,912.

    13F-HR 0001696628-25-000002 filed by Shepherd Financial Partners 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 6,481 shares
    Change vs previous 13F +8 shares

    0.27% of the 13F portfolio, value $2,516,133.

    13F-HR 0001085146-25-005028 filed by Shepherd Financial Partners 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 6,473 shares
    Change vs previous 13F +579 shares

    0.25% of the 13F portfolio, value $2,134,932.

    13F-HR 0001085146-25-002194 filed by Shepherd Financial Partners 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 5,894 shares
    Change vs previous 13F +110 shares

    0.26% of the 13F portfolio, value $2,137,938.

    13F-HR 0001085146-25-000526 filed by Shepherd Financial Partners 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 5,784 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,262,159.

    13F-HR 0001085146-24-005190 filed by Shepherd Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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