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Disclosery

TORTOISE CAPITAL ADVISORS, L.L.C.: CAT position timeline

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

TORTOISE CAPITAL ADVISORS, L.L.C. held 5,036 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,036 shares
    Change vs previous 13F +2,280 shares

    0.05% of the 13F portfolio, value $5,362,836.

    13F-HR 0001280965-26-000003 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    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 2,756 shares
    Change vs previous 13F +940 shares

    0.02% of the 13F portfolio, value $1,952,516.

    13F-HR 0001280965-26-000002 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    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 1,816 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,040,332.

    13F-HR 0001280965-26-000001 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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