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Disclosery

Sunbelt Securities, Inc.: CAT position timeline

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

Sunbelt Securities, Inc. held 3,580 CAT shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 3,580 shares
    Change vs previous 13F -22 shares

    0.16% of the 13F portfolio, value $2,535,950.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 3,602 shares
    Change vs previous 13F -77 shares

    0.14% of the 13F portfolio, value $2,063,365.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,679 shares
    Change vs previous 13F -29 shares

    0.12% of the 13F portfolio, value $1,755,260.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 3,708 shares
    Change vs previous 13F -713 shares

    0.12% of the 13F portfolio, value $1,344,975.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 4,421 shares
    Change vs previous 13F +713 shares

    0.13% of the 13F portfolio, value $1,457,891.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,708 shares
    Change vs previous 13F +42 shares

    0.12% of the 13F portfolio, value $1,345,902.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,666 shares
    Change vs previous 13F -213 shares

    0.14% of the 13F portfolio, value $1,433,892.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 3,879 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,292,143.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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