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Disclosery

Sound Income Strategies, LLC: CAT position timeline

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

Sound Income Strategies, LLC held 3,143 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,143 shares
    Change vs previous 13F -39 shares

    0.11% of the 13F portfolio, value $2,502,745.

    13F-HR 0001085146-26-000864 filed by Sound Income Strategies, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,182 shares
    Change vs previous 13F +156 shares

    0.15% of the 13F portfolio, value $3,388,761.

    13F-HR 0001730960-26-000001 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,026 shares
    Change vs previous 13F +35 shares

    0.11% of the 13F portfolio, value $2,209,775.

    13F-HR 0001104659-26-049113 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,991 shares
    Change vs previous 13F +849 shares

    0.09% of the 13F portfolio, value $1,935,038.

    13F-HR 0001104659-26-005260 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,142 shares
    Change vs previous 13F -84 shares

    0.06% of the 13F portfolio, value $1,071,791.

    13F-HR 0001104659-25-098692 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,226 shares
    Change vs previous 13F +618 shares

    0.05% of the 13F portfolio, value $864,049.

    13F-HR 0001104659-25-068609 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,608 shares
    Change vs previous 13F -256 shares

    0.03% of the 13F portfolio, value $530,205.

    13F-HR 0001104659-25-035760 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,864 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $676,121.

    13F-HR 0001104659-25-004762 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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