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TOBIAS FINANCIAL ADVISORS, INC.: CAT position timeline

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

TOBIAS FINANCIAL ADVISORS, INC. held 242 CAT shares at 2026-06-30 per its 13F-HR/A filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 242 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $257,706.

    13F-HR/A 0001172661-26-004020 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).