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Disclosery

Valley Brook Capital Group, Inc.: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valley Brook Capital Group, Inc. on CAT, newest first. How the timeline and the estimate are built.

Valley Brook Capital Group, Inc. held 7,723 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,723 shares
    Change vs previous 13F +132 shares

    4.66% of the 13F portfolio, value $8,224,165.

    13F-HR 0001172661-26-002836 filed by Valley Brook Capital Group, Inc.
    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 7,591 shares
    Change vs previous 13F +80 shares

    3.61% of the 13F portfolio, value $5,377,843.

    13F-HR 0001172661-26-001628 filed by Valley Brook Capital Group, Inc.
    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 7,511 shares
    Change vs previous 13F -85 shares

    2.85% of the 13F portfolio, value $4,302,729.

    13F-HR 0001172661-26-000270 filed by Valley Brook Capital Group, Inc.
    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 7,596 shares
    Change vs previous 13F 0 shares

    2.44% of the 13F portfolio, value $3,624,311.

    13F-HR 0001172661-25-004581 filed by Valley Brook Capital Group, Inc.
    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 7,596 shares
    Change vs previous 13F -205 shares

    2.21% of the 13F portfolio, value $2,948,702.

    13F-HR 0001172661-25-002736 filed by Valley Brook Capital Group, Inc.
    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 7,801 shares
    Change vs previous 13F -129 shares

    2.02% of the 13F portfolio, value $2,572,609.

    13F-HR 0001172661-25-001773 filed by Valley Brook Capital Group, Inc.
    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 7,930 shares
    Change vs previous 13F -5 shares

    2.15% of the 13F portfolio, value $2,876,829.

    13F-HR 0001172661-25-000407 filed by Valley Brook Capital Group, Inc.
    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 7,935 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $3,103,646.

    13F-HR 0001172661-24-004436 filed by Valley Brook Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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