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Disclosery

Vest Financial, LLC: CAT position timeline

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

Vest Financial, LLC held 76,066 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,066 shares
    Change vs previous 13F -19,326 shares

    0.85% of the 13F portfolio, value $81,002,685.

    13F-HR 0001709632-26-000006 filed by Vest Financial, 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 95,392 shares
    Change vs previous 13F -14,371 shares

    0.81% of the 13F portfolio, value $67,581,417.

    13F-HR 0001709632-26-000004 filed by Vest Financial, 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 109,763 shares
    Change vs previous 13F -30,549 shares

    0.8% of the 13F portfolio, value $62,879,929.

    13F-HR 0001709632-26-000002 filed by Vest Financial, 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 140,312 shares
    Change vs previous 13F -50,534 shares

    0.87% of the 13F portfolio, value $66,949,872.

    13F-HR 0001709632-25-000006 filed by Vest Financial, 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 190,846 shares
    Change vs previous 13F +49,076 shares

    1.05% of the 13F portfolio, value $74,088,326.

    13F-HR 0001085146-25-004177 filed by Vest Financial, 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 141,770 shares
    Change vs previous 13F -9,064 shares

    0.73% of the 13F portfolio, value $46,755,745.

    13F-HR 0001085146-25-002044 filed by Vest Financial, 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 150,834 shares
    Change vs previous 13F +1,662 shares

    0.97% of the 13F portfolio, value $54,716,541.

    13F-HR 0001085146-25-000544 filed by Vest Financial, 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 149,172 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $58,344,153.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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