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Disclosery

Tidemark, LLC: CAT position timeline

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

Tidemark, LLC held 2,427 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 2,427 shares
    Change vs previous 13F -26 shares

    0.58% of the 13F portfolio, value $2,584,777.

    13F-HR 0002009591-26-000006 filed by Tidemark, 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 2,453 shares
    Change vs previous 13F -123 shares

    0.44% of the 13F portfolio, value $1,737,699.

    13F-HR 0002009591-26-000004 filed by Tidemark, 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 2,576 shares
    Change vs previous 13F -510 shares

    0.42% of the 13F portfolio, value $1,475,471.

    13F-HR 0002009591-26-000002 filed by Tidemark, 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 3,086 shares
    Change vs previous 13F +41 shares

    0.43% of the 13F portfolio, value $1,472,404.

    13F-HR 0002009591-25-000003 filed by Tidemark, 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 3,045 shares
    Change vs previous 13F +606 shares

    0.38% of the 13F portfolio, value $1,182,227.

    13F-HR 0001855205-25-000046 filed by Tidemark, 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 2,439 shares
    Change vs previous 13F +129 shares

    0.3% of the 13F portfolio, value $804,373.

    13F-HR 0001855205-25-000028 filed by Tidemark, 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 2,310 shares
    Change vs previous 13F +17 shares

    0.32% of the 13F portfolio, value $837,848.

    13F-HR 0001855205-25-000003 filed by Tidemark, 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 2,293 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $897,043.

    13F-HR 0001855205-24-000055 filed by Tidemark, LLC
    Filed (acceptance time not in the bulk data set), ingested

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