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Sonoma Allocations LLC: CAT position timeline

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

Sonoma Allocations LLC held 1,144 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,144 shares
    Change vs previous 13F -76 shares

    0.36% of the 13F portfolio, value $1,158,268.

    13F-HR 0002085853-26-000653 filed by Sonoma Allocations 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 1,220 shares
    Change vs previous 13F -30 shares

    0.3% of the 13F portfolio, value $883,509.

    13F-HR 0002085853-26-000605 filed by Sonoma Allocations 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 1,250 shares
    Change vs previous 13F +220 shares

    0.28% of the 13F portfolio, value $850,122.

    13F-HR 0002085853-26-000283 filed by Sonoma Allocations 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 1,030 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $557,221.

    13F-HR 0002085853-25-000154 filed by Sonoma Allocations LLC
    Filed (acceptance time not in the bulk data set), ingested

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