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Viewpoint Capital Management LLC: CAT position timeline

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

Viewpoint Capital Management LLC held 8,650 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,650 shares
    Change vs previous 13F -4,151 shares

    4.69% of the 13F portfolio, value $9,211,385.

    13F-HR 0001398344-26-013442 filed by Viewpoint Capital Management 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 12,801 shares
    Change vs previous 13F -5 shares

    4.24% of the 13F portfolio, value $9,068,996.

    13F-HR 0001398344-26-006658 filed by Viewpoint Capital Management 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 12,806 shares
    Change vs previous 13F +41 shares

    3.18% of the 13F portfolio, value $7,336,173.

    13F-HR 0001398344-26-002697 filed by Viewpoint Capital Management 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 12,765 shares
    Change vs previous 13F 0 shares

    2.68% of the 13F portfolio, value $6,090,820.

    13F-HR 0001398344-25-019500 filed by Viewpoint Capital Management 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 12,765 shares
    Change vs previous 13F -740 shares

    2.43% of the 13F portfolio, value $4,955,501.

    13F-HR 0001398344-25-013538 filed by Viewpoint Capital Management 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 13,505 shares
    Change vs previous 13F +200 shares

    2.4% of the 13F portfolio, value $4,453,949.

    13F-HR 0001398344-25-008026 filed by Viewpoint Capital Management 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 13,305 shares
    Change vs previous 13F +210 shares

    2.53% of the 13F portfolio, value $4,826,522.

    13F-HR 0001398344-25-001366 filed by Viewpoint Capital Management 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 13,095 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $5,121,193.

    13F-HR 0001398344-24-019294 filed by Viewpoint Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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