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True North Advisors, LLC: CAT position timeline

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

True North Advisors, LLC held 5,142 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,142 shares
    Change vs previous 13F -23 shares

    0.52% of the 13F portfolio, value $5,475,959.

    13F-HR 0001172661-26-002749 filed by True North Advisors, 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 5,165 shares
    Change vs previous 13F -15 shares

    0.42% of the 13F portfolio, value $3,659,258.

    13F-HR 0001172661-26-001614 filed by True North Advisors, 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 5,180 shares
    Change vs previous 13F -4 shares

    0.38% of the 13F portfolio, value $2,967,560.

    13F-HR 0001172661-26-000255 filed by True North Advisors, 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 5,184 shares
    Change vs previous 13F +126 shares

    0.39% of the 13F portfolio, value $2,473,443.

    13F-HR 0001172661-25-004287 filed by True North Advisors, 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 5,058 shares
    Change vs previous 13F -169 shares

    0.38% of the 13F portfolio, value $1,963,466.

    13F-HR 0001172661-25-002616 filed by True North Advisors, 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 5,227 shares
    Change vs previous 13F -228 shares

    0.31% of the 13F portfolio, value $1,723,779.

    13F-HR 0001172661-25-001678 filed by True North Advisors, 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 5,455 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,978,762.

    13F-HR 0001172661-25-000248 filed by True North Advisors, 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 5,455 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,133,458.

    13F-HR 0001172661-24-004175 filed by True North Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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