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Disclosery

Storen Legacy Partners, LLC: CAT position timeline

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

Storen Legacy Partners, LLC held 534 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 534 shares
    Change vs previous 13F +93 shares

    0.16% of the 13F portfolio, value $568,910.

    13F-HR 0002116061-26-000003 filed by Storen Legacy 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 441 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $312,599.

    13F-HR 0002116061-26-000002 filed by Storen Legacy 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 441 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $252,772.

    13F-HR 0002116061-26-000001 filed by Storen Legacy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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