TREVOR STEWART BURTON & JACOBSEN INC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TREVOR STEWART BURTON & JACOBSEN INC on CAT, newest first. How the timeline and the estimate are built.

TREVOR STEWART BURTON & JACOBSEN INC held 45,375 CAT shares at 2015-12-31 per its 13F-HR filed 2016-02-12.

the latest 13F is the newest step

period ended2015-12-31
13F 45,375 shares
Change vs previous 13F +13,925 shares
3.49% of the 13F portfolio, value $3,084,000.
13F-HR 0001140361-16-052089 filed by TREVOR STEWART BURTON & JACOBSEN INC
Filed 2016-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:07 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2015-09-30
13F 31,450 shares
Change vs previous 13F +260 shares
2.39% of the 13F portfolio, value $2,055,000.
13F-HR 0001140361-15-040485 filed by TREVOR STEWART BURTON & JACOBSEN INC
Filed 2015-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2015-06-30
13F 31,190 shares
Change vs previous 13F not available
2.36% of the 13F portfolio, value $2,646,000.
13F-HR 0001140361-15-031189 filed by TREVOR STEWART BURTON & JACOBSEN INC
Filed 2015-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 19:15:25 UTC
Acceptance time not in the bulk data set (spec §4.2).